Insights
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Career Development Week
The Chartered Institute for Securities & Investment (CISI), the UK’s leading professional body and educational charity for financial services, is helping financial services professionals at every stage of their career future-proof their prospects through its Career Development Week, taking place from 21 to 25 September. Delivered in partnership with PH Career Services, the new week-long programme combines […]
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Business Development Manager 2026: Salary Trends and Industry Insights
Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.
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If You Want the Right Job, Always Tell the Truth
If you want to secure the right job, the most important thing you can do is tell your recruiter the truth.I recently saw an article stating that one in four clients ignore the recommendations of their financial adviser. When you look closer at the detail, a third of those clients admitted the advice wasn’t right for them because they had withheld important information from their adviser.I see exactly the same issue in recruitment.
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The Private Equity Issue – Friend or Foe?
Over the past few years, we have seen a significant influx of private equity into the financial advice sector, particularly in the period following the pandemic. It was clear to anyone observing the market during COVID that financial adviser firms performed relatively well. The primary reason was their ongoing revenue model, with clients typically paying a percentage-based fee deducted directly from invested funds. As markets rise over time, this revenue tends to grow.
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How to Stand Out on LinkedIn and Attract New Career Opportunities
Friday, 10th July, 1:30pm BST (Live session)
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Why Good Financial Planners Move On (Even When They’re Doing Well)
Most Financial Planners don’t leave because they can’t do the job.In fact, it’s usually the opposite.They leave because, at some point, they realise their environment is holding them back.
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How to manage HR & get the best people for the job
Managing people is one of the most complex responsibilities for any advice firm – and one of the most important. From recruiting the right talent and understanding legal obligations, through to performance management, flexible working and handling difficult conversations, getting HR right underpins a sustainable, compliant business.
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2026 'Financial Planning: Fascinating Facts and Figures' Salary Guide
As the advice profession continues to evolve, having a clear view of salary trends, firm structures and recruitment dynamics is increasingly valuable. Paul Harper Search’s 2026 guide brings together headhunt data, FCA insights and industry feedback to provide a current snapshot of the UK financial planning market.
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Financial Planning: Fascinating Facts and Figures salary survey
Each year, Paul Harper Search publishes its Financial Planning: Fascinating Facts and Figures salary survey — a widely trusted source of insight for firms shaping remuneration and hiring decisions across the profession.
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HR Essentials for Small – Medium Adviser Firms
A practical HR guide created specifically for UK financial adviser firms.Managing people alongside regulation, growth and client delivery isn’t easy – especially without dedicated HR support. This guide focuses on the real HR issues adviser firms face, with clear, practical guidance you can actually use.
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