Cap Resourcing Ltd

Junior Business Development Executive Bristol (Hybrid Working) £35,000 - £39,000 + Annual Bonus & Excellent Benefits Are you an ambitious sales professional with experience in tech sales, business development, or lead generation? Do you enjoy building relationships, identifying opportunities, and opening doors with prospective clients? We're partnering with a growing organisation seeking a commercially driven Junior Business Development Specialist to play a key role in driving new business growth. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys turning conversations into long-term client relationship s. What We're Looking For We're particularly interested in candidates from a technology sales, SaaS, IT services, or wider B2B sales environment who can demonstrate: Experience in business development, sales, lead generation, or outbound prospecting A proven ability to generate new business opportunities and build sales pipelines Confidence engaging with senior stakeholders and decision makers Strong communication, questioning, and relationship building skills A proactive, target-driven, and commercially minded approach The ability to manage multiple opportunities and prioritise effectively Curiosity and an eagerness to learn new technologies or work within technical sectors Experience within technology, software, SaaS, or IT-related industries would be highly advantageous. What's on Offer? Salary of £35,000 - £39,000 Up to 10% annual bonus 28 days holiday plus bank holidays 7% employer pension contribution Life assurance (5x salary) Private health cash plan Critical illness cover Paid sick leave Home working allowance Volunteer days Option to buy additional holiday Flexible and hybrid working arrangements Wellbeing support and employee benefits programme Working Pattern This is a hybrid role based in Bristol, with employees expected to spend approximately 50% of their time working from the office alongside colleagues. If you're looking to build your career within a collaborative and forward-thinking organisation where you can make a genuine impact, we'd love to hear from you.

Financial Administrator/IFA Administrator Nr Worcester - office based Salary - £30,000 - £34,000 (DOE) + benefits Are you an organised, proactive and people focused administrator looking for your next step in financial services? This role puts you right at the heart of a busy Wealth Management office, supporting advisers, clients and providers to keep everything running smoothly. If you love variety, accuracy and being the go to person who keeps the wheels turning, this one's for you. What You'll Be Doing Managing day-to-day administration across pensions, investments and protection Handling client queries (phone & email) with confidence and professionalism Processing new business and preparing client review packs Coordinating adviser diaries and arranging client meetings Requesting illustrations and supporting the advice process Maintaining accurate client records and ensuring files are compliant Providing essential back-office support to the wider team What You'll Bring Experience working in a Financial Planning or Wealth Management environment Strong communication skills and a friendly, professional manner Excellent organisation, multitasking and prioritisation abilities High attention to detail, especially with written correspondence Confidence using IT systems (Outlook, Word, Excel, Teams) Ability to learn platforms such as IO and provider systems A positive, team focused attitude What's On Offer 25 days holiday + bank holidays Holiday purchase scheme In-house training academy & ongoing development Annual salary review Birthday day off Life assurance & pension Enhanced parental leave If you're motivated, detail driven and enjoy supporting clients and advisers to deliver a first class service, this role offers a brilliant opportunity to grow your career in financial services.

Paraplanner Nr Worcester - Hybrid Salary - £40,000 - £45,000 (DOE) + benefits Paraplanner - Grow Your Career in Financial Planning Looking to take the next step in your Paraplanning career? This is an exciting opportunity to join a growing Wealth Management team where you'll work closely with Advisers, deliver high quality technical support, and play a key role in shaping client outcomes. If you enjoy research, report writing and turning complex financial information into clear, client friendly recommendations, you'll thrive here. What You'll Be Doing Producing high quality Financial Planning Reports Conducting detailed product and fund research to support client recommendations Acting as a key point of contact for client queries Preparing review packs, illustrations and submitting plans to providers Maintaining accurate, compliant client files Staying up to date with financial products, legislation and industry changes Ensuring all work meets regulatory and internal compliance standards What You'll Bring Experience in a Financial Advice or Wealth Management environment Strong paraplanning/report writing skills Diploma qualified (desirable) or working toward it Excellent communication and analytical skills High attention to detail and accuracy in written work Strong organisational skills and ability to manage competing priorities A positive, collaborative approach What's On Offer Full support with professional exams 25 days holiday + bank holidays Holiday purchase scheme In-house training academy Annual salary review Birthday day off Life assurance & pension Clear progression pathway, including the option to move into an Adviser role If you're a motivated Paraplanner who loves problem solving, research and delivering exceptional client service, this role offers genuine development and long-term career growth.

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

Client Services Administrator (Diploma Focused) Location: Bristol (Central/Hybrid) Salary: £28,000 - £30,000 (Dependent on experience + exam progress) Are you an ambitious Administrator currently navigating the path toward your Level 4 Diploma ? Our client is a leading Independent Financial Advice (IFA) firm based in the heart of Bristol, known for their client-first philosophy and high-net-worth portfolio. They don't just want someone to process paperwork; they want a future Paraplanner or Adviser who is ready to immerse themselves in the technical side of wealth management. The Role This is a pivotal support role designed for someone who understands the "why" behind the advice. You will work closely with the companies established Senior Advisers to ensure a seamless client journey. Key Responsibilities: Processing Business: Managing new business applications for Pensions, Investments, and Protection via various provider platforms. Client Liaison: Acting as a professional first point of contact for client queries, ensuring they receive a high-touch, bespoke service. Valuations & Reporting: Preparing accurate client valuation reports and meeting packs. Data Integrity: Maintaining our CRM (Intelligent Office/CURO) with meticulous attention to detail. Technical Support: Assisting with basic research and obtaining illustrations to support the Paraplanning team. About You You've moved past the "entry-level" stage and are now looking for a firm that values your professional development. Experience: At least 1-2 years within an IFA or Wealth Management environment. Qualifications: You have successfully passed at least one or two RO modules and are actively studying toward the full Level 4 Diploma in Financial Planning. Tech-Savvy: Comfortable with provider platforms and back-office systems. The Bristol Connection: You enjoy the local professional community and are looking for a long-term home in a city-based firm. Why Join Them? Our client believes in rewarding those who invest in themselves. Study Support: They pay for your exams, study materials, and provide paid "study days" to ensure you pass. Salary increase after every pass Career Path: They have a clear internal progression route to Paraplanning or Advice. Culture: A collaborative, professional, yet relaxed office environment with regular social events in Bristol.

Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary - £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports • Supporting annual client reviews • Producing cashflow modelling and research • Attending client meetings and preparing meeting notes • Working collaboratively with advisers and wider stakeholders • Contributing to process improvements and best practice initiatives What's on Offer • Hybrid working • Full exam support • Supportive and collaborative environment • Strong focus on professional development and progression • Opportunity to work with a highly experienced team About You • Minimum 3 years' paraplanning experience • Diploma qualified (essential) • Chartered status desirable • Strong technical knowledge across pensions, tax planning, investments and estate planning • Organised, proactive and client-focused approach If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you. Please feel free to get in touch for a confidential conversation.