Capio Recruitment Financial Planning

About the Company: A growing multidisciplinary advisory firm bringing together financial planning, UK and US tax, legal and investment expertise under one roof. Following continued expansion within its US tax offering, the business has developed a strong pipeline of Americans living in the UK who require genuinely joined-up cross-border financial advice. Rather than passing clients between unrelated specialists, the firm provides coordinated support through its in-house financial planning, tax, legal and investment teams. Role Summary: You will become the trusted financial adviser to a dedicated portfolio of US-connected clients living in the UK, including US citizens, green card holders and dual nationals. The role combines mainstream UK financial planning with the additional complexities created when US and UK tax and investment rules overlap. You will advise across retirement, pensions, investments, estate planning and cashflow while identifying cross-border issues before they create problems for the client. With a strong existing source of referrals and leads through the firm's US tax practice, the focus is on high-quality advice and long-term client relationships rather than significant self-generated business development. You will also have the opportunity to contribute to the continued growth of a specialist cross-border financial planning proposition, supported by hybrid working and a comprehensive benefits package. Key Responsibilities: • Deliver cross-border financial planning: Advise across pensions, retirement, investments, estate planning and cashflow, giving you exposure to technically varied client cases. • Identify US-connected planning risks: Recognise considerations involving PFICs, FATCA, reporting-fund status and US-situs assets before recommendations are made. • Recommend appropriate investment solutions: Develop advice around US-compliant and PFIC-conscious investment strategies within a specialist international market. • Own long-term client relationships: Act as the primary adviser to a dedicated portfolio of internationally connected clients through ongoing reviews and planning. • Collaborate with specialist colleagues: Work directly alongside in-house US/UK tax advisers, solicitors and investment specialists to provide coordinated advice. • Help develop the proposition: Play a part in growing the firm's cross-border financial planning offering as demand from its US-connected client base increases. Requirements: • Level 4 Financial Planning qualification through CII, CISI, DipFA or equivalent. • Strong UK financial advice experience across pensions, investments, retirement and estate planning. • Working knowledge of cross-border considerations including FATCA, PFICs and HMRC reporting-fund status. • Ability to explain complex financial and tax-related issues clearly and confidently to clients. • Experience advising US-connected clients would be highly desirable. • Chartered / Level 6 status, or progress towards it, would be advantageous. Benefits: Private Healthcare after 6 months, Life Insurance at 4x salary after 2 years, Contributory Pension Scheme, Hybrid Working, Cycle to Work Scheme, Long Term Service Reward, Helping Hand Fund, Perkbox, Season Ticket Loans, Client Introduction Bonus, Staff Referral Bonus, Charitable Giving Scheme

Paraplanner - Edinburgh Salary & Benefits Salary up to £55,000, hybrid working at 2-3 days in the office. Company pension: 9% non-contributory, or 10% if you contribute 5% Private medical insurance (individual on joining, family after 1 year's service) Life assurance at 8x salary Income protection at 75% of salary Company share scheme Discretionary bonus Flexible holidays, buy up to 5 additional days Green Car Scheme Family friendly policies, enhanced leave for parents and carers Study support: study days and funding for courses and qualifications Season travel ticket loans Volunteering days Gym discounts The Opportunity Our client, a well-established financial planning business, is growing its Edinburgh office and is looking for an experienced Paraplanner to join the team. You'll support experienced Financial Planning Directors in delivering high quality, client-focused advice, backed by full exam support, hybrid working, and a genuinely developmental environment. The Role You'll be responsible for preparing and writing high quality, client-focused advice, and helping deliver annual reviews for the firm's clients. You'll work closely with the Financial Planning Directors, attending client meetings, preparing meeting notes, and carrying out the research behind each piece of advice. Key Responsibilities Create and deliver high quality, client-focused advice Prepare cashflows to help clients meet their long-term financial goals Accompany Financial Planning Directors to client meetings, preparing notes and supporting research Manage your own workload, balancing commercial and pragmatic delivery What We're Looking For CII Diploma in Financial Planning or equivalent (essential) 2+ years' paraplanning experience Strong technical knowledge of UK tax (Capital Gains Tax, Inheritance Tax, Income Tax), pensions and estate planning CII Chartered Financial Planner status (desirable)

Job Title - IFA Administrator Location - Bath Salary - £29,000 - £32,000 Job Description: Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Bath. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions. The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison. This role would really suit someone who is looking to be a key component, supporting the advice process in every element. What our client will offer you: Competitive salary based on experience Hybrid/flexible working Subsidised travel Additional Bonus opportunities Close knit team, working closely with experienced professionals Ongoing training and development Exam support and opportunity for progression Required experience: Strong work ethic with an attitude to succeed Previous experience working within wealth management Key understanding on a full range of financial products Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and Curo Strong attention to detail Level 4 Diploma in Regulated Financial Planning or working towards desirable To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment "INDSBWEA"

Job Title - IFA Administrator Location - Exeter Salary - £29,000 - £32,000 Job Description: Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions. The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison. This role would really suit someone who is looking to be a key component, supporting the advice process in every element. What our client will offer you: Competitive salary based on experience Hybrid/flexible working Subsidised travel Additional Bonus opportunities Close knit team, working closely with experienced professionals Ongoing training and development Exam support and opportunity for progression Required experience: Strong work ethic with an attitude to succeed Previous experience working within wealth management Key understanding on a full range of financial products Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and Curo Strong attention to detail Level 4 Diploma in Regulated Financial Planning or working towards desirable To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment "INDSBWEA"

IFA Administrator Location: Birmingham (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) Flexible Working Hours 1 day in the office per week (minimum) 5% matched pension contributions DISx4 Additional Benefits About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working hours and hybrid working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service A genuinely supportive team If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.

IFA Administrator Location: South Leicestershire (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) Flexible Working Hours 1 day in the office per week (minimum) 5% matched pension contributions DISx4 Additional Benefits About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working hours and hybrid working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service A genuinely supportive team If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.

Job Title: Trainee Financial Adviser Location: Leeds Benefits: • Company discretionary bonus scheme • Full-time hours (35 per week), Monday to Friday, 9.00am-5.00pm (1 hour for lunch) • 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown • Company pension scheme • Private healthcare (after qualifying period) • Group income protection • Life assurance • Eye care scheme • Wellbeing programme • Cycle to work scheme • Full support with professional qualifications About the Company: Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged. Role Summary: A fantastic opportunity for a Trainee Adviser to join a high-performing team, providing close support to Sales Managers and Advisers while working towards full adviser status and, ultimately, Chartered Financial Adviser status. You'll join a structured 6 to 12 month training and assessment programme (timing dependent on your qualifications, skills and pace of development), fully supported by a dedicated mentor and your wider team, with the goal of building you into a competent adviser in your own right. Key Responsibilities: • Preparing background notes and meeting materials, including presentation slides, ahead of client meetings • Attending client meetings and taking accurate notes in line with best practice • Updating and maintaining client information, including asset and income schedules • Supporting advisers with policy information, valuation research and other background work • Preparing follow-up communications and agreed actions for clients • Submitting handovers to the administration team and tracking the client journey through to completion • Preparing briefing notes and client correspondence on behalf of authorised advisers • Supporting core administrative tasks across back-office systems • Handling client calls and queries in a timely, professional manner • Taking full ownership of meeting scopes following client meetings • Using cash flow modelling tools (e.g. Voyant) during client meetings • Progressively developing the ability to lead client meetings independently (discovery, presentation, review) • Supporting the wider team with inbound queries, meeting preparation and post-meeting activity • Booking client calls and meetings on behalf of advisers Requirements: • Level 4 Diploma in Regulated Financial Advice (minimum requirement, essential) • Previous experience within an IFA or private wealth management environment • Demonstrable exposure to client meetings, with evidence of active client engagement • Exposure to cash flow planning tools (e.g. Voyant) beneficial • CII qualifications preferred, or a willingness to work towards conversion • Long-term ambition to become a Chartered Financial Adviser • Ability to work independently with a high level of self-motivation • Excellent interpersonal and communication skills, with the ability to explain complex information simply • Strong organisational and time management skills, with the drive to manage your own study and development • Good IT skills, including MS Office, Outlook, Excel and back-office systems • A full UK driving licence is desirable If you're an experienced paraplanner or junior level adviser looking to progress your career with genuine support and a clear route to becoming a fully authorised, Chartered Financial Adviser, we'd love to hear from you.

Job Title: Financial Planner Location: Leeds Salary: £60,000-£85,000 Benefits: Company discretionary bonus scheme 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown Private healthcare (after qualifying period) Group income protection Life assurance Eye care scheme Wellbeing programme Cycle to work scheme Support towards role-relevant professional qualifications About the Company: Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged. Role Summary: An opportunity has arisen for a Financial Planner to join our client's team, managing and developing their own client relationships while delivering holistic, compliant financial advice. This role would suit someone with a friendly, approachable manner who combines strong technical knowledge with a personal, relationship-led approach to client service. Key Responsibilities: Building and maintaining long-term, trusted client relationships Conducting in-depth reviews of clients' financial circumstances, objectives and risk profiles Designing and delivering tailored financial planning strategies across pensions, investments and protection Providing clear explanations of complex advice, costs and regulatory disclosures Ensuring all advice is compliant with FCA requirements and internal standards Working closely with technical and support teams to deliver an efficient, high-quality client experience Maintaining accurate client records and appropriate documentation Identifying opportunities to grow the client base through referrals and professional connections Meeting agreed commercial and performance targets Requirements: Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status, or working towards, desirable) Strong understanding of FCA regulatory requirements Experience delivering holistic financial advice Excellent communication and interpersonal skills Ability to simplify complex information for clients Commercial awareness with a proactive, growth mindset Strong organisational skills and attention to detail Professional, ethical and client-first approach If you're a Financial Planner looking to join an expanding, forward-thinking company with strong support and genuine long-term growth opportunities, we'd love to hear from you.

Job Title: Senior IFA Administrator Location: Cheltenham Salary: £32,000 to £35,000 Capio Recruitment are working with a well-established and highly respected financial planning firm in Bath who are looking to appoint a Senior Administrator to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator, who enjoys working closely with advisers and delivering an exceptional client experience. The role offers a genuine opportunity to become a trusted right-hand support to a Financial Planner whilst working within a collaborative and professional environment. You'll play a key role in managing client relationships, coordinating adviser activity and ensuring clients receive a seamless service throughout their financial planning journey. This position would suit someone who enjoys taking ownership, building strong relationships and being at the centre of a busy and successful advice team. The Role Supporting a Financial Planner with day-to-day client servicing activities Managing adviser diaries, coordinating meetings and overseeing review schedules Acting as a key point of contact for clients and provider relationships Preparing client documentation, valuations and meeting packs Processing new business and managing cases through to completion Maintaining accurate client records across internal systems and provider platforms Liaising with providers, platforms and third parties to progress client work Monitoring ongoing servicing requirements and ensuring a high standard of client care What's Needed to Be Considered? Minimum 2 years' experience within Financial Planning, Wealth Management or a similar support role Previous experience in a PA, Executive Assistant or adviser support capacity Strong diary management and organisational skills Experience using provider platforms and financial planning systems Knowledge of Intelligent Office (IO) would be desirable Excellent communication skills and a professional, client-focused approach What's on Offer? 25 days holiday plus bank holidays, increasing with service Hybrid Working Holiday buy and sell scheme Private Medical Insurance Group Income Protection 4x Death in Service Fully funded professional qualifications and development support Long-term progression opportunities within a growing financial planning business To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment

Job Title: Senior IFA Administrator Location: Bath Salary: £32,000 to £35,000 Capio Recruitment are working with a well-established and highly respected financial planning firm in Bath who are looking to appoint a Senior Administrator to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator, who enjoys working closely with advisers and delivering an exceptional client experience. The role offers a genuine opportunity to become a trusted right-hand support to a Financial Planner whilst working within a collaborative and professional environment. You'll play a key role in managing client relationships, coordinating adviser activity and ensuring clients receive a seamless service throughout their financial planning journey. This position would suit someone who enjoys taking ownership, building strong relationships and being at the centre of a busy and successful advice team. The Role Supporting a Financial Planner with day-to-day client servicing activities Managing adviser diaries, coordinating meetings and overseeing review schedules Acting as a key point of contact for clients and provider relationships Preparing client documentation, valuations and meeting packs Processing new business and managing cases through to completion Maintaining accurate client records across internal systems and provider platforms Liaising with providers, platforms and third parties to progress client work Monitoring ongoing servicing requirements and ensuring a high standard of client care What's Needed to Be Considered? Minimum 2 years' experience within Financial Planning, Wealth Management or a similar support role Previous experience in a PA, Executive Assistant or adviser support capacity Strong diary management and organisational skills Experience using provider platforms and financial planning systems Knowledge of Intelligent Office (IO) would be desirable Excellent communication skills and a professional, client-focused approach What's on Offer? 25 days holiday plus bank holidays, increasing with service Hybrid Working Holiday buy and sell scheme Private Medical Insurance Group Income Protection 4x Death in Service Fully funded professional qualifications and development support Long-term progression opportunities within a growing financial planning business To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment

Financial Adviser East Midlands (Leicestershire / Derby / Lincoln focus) £55,000 - £75,000 DOE + Uncapped Bonus + Car Allowance An exciting opportunity has arisen to join a fast-growing, PE-backed Financial Planning and award-winning firm. Operating on an unrestricted employed model , this role offers genuine autonomy alongside the support, infrastructure, and lead flow of a high-performing national business. The Role You'll take ownership of an existing client bank (c.100-150 clients) while continuing to grow your portfolio through a combination of: Internal referrals and stakeholder relationships Inbound leads Self-generated business across the Midlands and beyond A key part of your success will be your ability to build trusted relationships with senior internal teams to unlock referral opportunities, alongside delivering a high-quality client experience that drives retention and growth. About You Level 4 Diploma qualified (Chartered status preferred) 10-20 years' experience within Financial Advice Proven track record of converting leads and growing a client bank Comfortable managing client portfolios of 100-150+ clients Proactive, commercially driven, and self-motivated Strong client feedback and references Experience in Employee Benefits is advantageous (not essential) Willingness to travel across the Midlands, Home Counties, and London What's on Offer Travel expenses covered High-quality lead flow and internal referral network Clear opportunity to grow within a scaling, well-backed business Strong benefits package including DIS, flexible annual leave, further qualification support, flexible working hours, Health/Medical insurance, EAP and more! If you're looking for a role where you can take real ownership of your client bank while being supported to grow , this is well worth a conversation.

Financial Services Administrator Stockport Competitive Salary + Hybrid Working + Excellent Benefits A growing and well-established wealth management firm is looking to appoint a Client Relations Administrator to join its collaborative and client-focused team. This is an excellent opportunity for someone with experience within financial services administration who enjoys delivering exceptional client service while supporting advisers and consultants across pensions, investments, and protection business. Working within a busy and supportive environment, you'll play a key role in ensuring client cases are processed efficiently, accurately, and in line with regulatory requirements. About You The successful candidate will ideally have: Previous experience within an IFA, wealth management firm, or financial services provider Understanding of pensions and investment products Excellent communication and interpersonal skills Strong organisational skills and attention to detail The ability to multitask and manage workloads effectively A proactive and professional approach to client service Experience using Intelligent Office (IO) would be advantageous. What's on Offer Hybrid working following probation Flexible working hours Competitive salary depending on experience Generous holiday allowance with additional service-related increases Pension contribution scheme Life assurance and income protection Health cash plan and additional employee benefits Supportive team environment with long-term career development opportunities This is a fantastic opportunity to join a highly regarded financial planning business where your contribution will be valued and your career can continue to develop within a supportive environment.

IFA Administrator Location: South Leicestershire (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.

Client Support Administrator - Financial Planning Preston Up to £35,000 + Excellent Benefits + Hybrid Working An established and highly respected professional services firm is looking to appoint an experienced Senior Client Support Administrator to join its growing Financial Planning division. This is an excellent opportunity for an experienced financial services professional who enjoys combining technical administration, client service, process improvement, and team collaboration within a supportive and people-focused environment. You'll play a key role in supporting consultants and clients, overseeing complex administrative processes, helping maintain high compliance standards, and contributing to the smooth delivery of the wider Client Support function. About You The successful candidate will ideally have: Previous experience within financial planning or wealth management administration Strong organisational skills with excellent attention to detail A proactive and solutions-focused mindset Excellent communication and client service skills The ability to manage competing priorities effectively Strong Microsoft Office skills Experience working within a regulated financial services environment What's on Offer Hybrid/agile working with two days from home 25 days holiday plus bank holiday with option to buy/sell additional Excellent employee wellbeing support and benefits Strong career development and progression opportunities Access to ongoing professional development and training If you're looking to join a forward-thinking organisation where your contribution is genuinely valued and your career can continue to grow, we'd love to hear from you.

Client Support Administrator - Financial Planning Milton Keynes Up to £35,000 + Excellent Benefits + Hybrid Working An established and highly respected professional services firm is looking to appoint an experienced Senior Client Support Administrator to join its growing Financial Planning division. This is an excellent opportunity for an experienced financial services professional who enjoys combining technical administration, client service, process improvement, and team collaboration within a supportive and people-focused environment. You'll play a key role in supporting consultants and clients, overseeing complex administrative processes, helping maintain high compliance standards, and contributing to the smooth delivery of the wider Client Support function. About You The successful candidate will ideally have: Previous experience within financial planning or wealth management administration Strong organisational skills with excellent attention to detail A proactive and solutions-focused mindset Excellent communication and client service skills The ability to manage competing priorities effectively Strong Microsoft Office skills Experience working within a regulated financial services environment What's on Offer Hybrid/agile working with two days from home 25 days holiday plus bank holiday with option to buy/sell additional Excellent employee wellbeing support and benefits Strong career development and progression opportunities Access to ongoing professional development and training If you're looking to join a forward-thinking organisation where your contribution is genuinely valued and your career can continue to grow, we'd love to hear from you.

Paraplanner Remote Working Competitive Salary + Strong Benefits A highly regarded and growing wealth management firm is looking for an experienced Paraplanner to join its collaborative and client-focused team on a remote basis. This is a predominantly remote opportunity, offering the flexibility to work from home alongside regular collaboration with your local office and wider team. You'll play a key role in supporting advisers and senior consultants by providing high-quality technical and investment support across a broad range of wealth management cases. This is an excellent opportunity for an individual who enjoys technical work, report writing, and helping deliver outstanding client outcomes. About You The successful candidate will ideally have: Diploma in Regulated Financial Planning or equivalent paraplanning qualification Experience Paraplanning within a Wealth Management firm, honing strong technical knowledge across pensions, investments, and protection products Good understanding of current FCA regulations and compliance procedures What's on Offer Remote working with ongoing team collaboration Pension scheme, life assurance, and income protection Health and wellbeing support Flexible benefits to suit your lifestyle Strong long-term career progression opportunities Supportive and collaborative working culture This is a fantastic opportunity to join a forward-thinking business that genuinely values its people and offers long-term career development within a growing wealth management environment.

Client Support Administrator - Financial Planning Manchester Up to £35,000 + Excellent Benefits + Hybrid Working An established and highly respected professional services firm is looking to appoint an experienced Senior Client Support Administrator to join its growing Financial Planning division. This is an excellent opportunity for an experienced financial services professional who enjoys combining technical administration, client service, process improvement, and team collaboration within a supportive and people-focused environment. You'll play a key role in supporting consultants and clients, overseeing complex administrative processes, helping maintain high compliance standards, and contributing to the smooth delivery of the wider Client Support function. About You The successful candidate will ideally have: Previous experience within financial planning or wealth management administration Strong organisational skills with excellent attention to detail A proactive and solutions-focused mindset Excellent communication and client service skills The ability to manage competing priorities effectively Strong Microsoft Office skills Experience working within a regulated financial services environment What's on Offer Hybrid/agile working with two days from home 25 days holiday plus bank holiday with option to buy/sell additional Excellent employee wellbeing support and benefits Strong career development and progression opportunities Access to ongoing professional development and training If you're looking to join a forward-thinking organisation where your contribution is genuinely valued and your career can continue to grow, we'd love to hear from you.

Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant

Job Title: Desk Based Financial Planner Location: Bristol (Hybrid Working) Salary: £60,000 - £64,000 + Bonus Opportunity A rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team. This is a genuinely exciting opportunity to join a business with major growth ambitions, whilst becoming part of a new and evolving advice proposition. Ideal for an adviser who enjoys helping shape something rather than stepping into a fully established client bank. The role will involve delivering holistic financial planning advice remotely, supporting both existing clients and new business generation. This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key role in a growing advice function. The Opportunity Employed Desk Based Financial Planner role within a growing national business Fully holistic advice offering including pensions, investments and protection Client meetings conducted virtually via Teams Opportunity to help build and develop a growing proposition Significant long term growth plans with adviser expansion targeted by 2030 Strong internal support structure and partnership services team Collaborative culture with excellent office environment Ongoing service clients and recurring income opportunities What They're Looking For Level 4 Diploma qualified CAS achieved Previous financial planning/advising experience Strong communication and relationship building skills Comfortable working within a target driven environment Open to holistic financial planning conversations including protection/income protection Commercial mindset with the ability to develop opportunities into long term wealth relationships Self-motivated, organised and growth focused individual Benefits Bonus scheme Hybrid working with up to 3 days from home Private medical options Critical illness cover Income protection Death in service 27 days holiday + bank holidays Option to purchase additional annual leave To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.

Job Title: IFA Administrator Location: Leeds Salary: Up to £30,000 Up to £32,000 for highly experienced candidates within business processing Benefits: Company discretionary bonus scheme 24 days holiday increasing to 26 days, plus Christmas shutdown Private healthcare Group income protection Life assurance Eye care scheme Wellbeing programme Bike to Work scheme Support with professional qualifications Hybrid working - 2 days from home About the Company: An established financial services organisation is looking to expand its administration function in Leeds following changes to its operational structure. The team supports advisers and clients through a centralised client portal and delivers a broad range of business processing and administrative support across wealth management operations. The function is split across multiple specialist teams, including business processing, reporting support and report building, with flexibility for employees to move between teams depending on workload and development opportunities. Role Summary: This role will suit someone with strong financial services administration experience who enjoys working in a fast-paced operational environment. You will support advisers and clients through accurate business processing, pipeline management and back-office administration while ensuring all activity is completed in line with internal procedures and SLAs. The position offers hybrid working, structured team support and exposure across multiple operational areas within the administration function. Key Responsibilities: Process new business activities accurately across internal systems and provider platforms Manage and track pipeline activity to ensure timely progress updates for advisers and clients Support client onboarding and review processes through effective administration Maintain accurate client and KYC records within the CRM system Liaise with providers and third parties to progress cases and resolve queries efficiently Support wider business processing activity including amendments, withdrawals and trades Ensure all tasks are completed in line with company procedures and compliance standards Build strong working relationships across internal teams and external stakeholders Review client documentation and identify remedial actions where required Requirements: Previous experience within financial planning or wealth management administration Strong organisational skills and attention to detail Experience managing workloads against SLAs and deadlines Confident communication skills both written and verbal Comfortable working across multiple systems and provider platforms Strong Microsoft Office skills Ability to work collaboratively across different operational teams If you are interested in finding out more about this opportunity, please apply for a confidential discussion.