Jobs from Capio Recruitment Financial Planning

Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collabora

IFA Administrator Wolverhampton £27,500 - £32,000 Overview Our client is a respected independent wealth management firm based in the Wolverhampton area, recognised for delivering high-quality financial planning and excellent client service. They offer a professional yet supportive environment with a strong focus on collaboration, autonomy, and long-term development. This opportunity would suit an

Job Title: Senior IFA Administrator Location: York – hybrid working available after probation Salary: Competitive bonus structure Benefits: • Performance bonus scheme • Employee Ownership Trust bonus • 25 days holiday plus Bank Holidays • Health scheme with counselling support • Subsidised gym membership • Funded socials and team events • Additional holiday purchase scheme • Electric car salary s

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

Job Title: Paraplanner Location: Liverpool Salary: DOE About the Company An independent financial planning firm is looking to appoint an experienced Diploma Qualified Paraplanner to join its team in Liverpool. The business provides holistic financial planning advice and offers a collaborative working environment with long-term progression opportunities. Role Summary This is an opportunity for an e

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 ma

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

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 clien

Job Title: Financial Planner Location: Leeds (Hybrid) Salary: Up to £64,000 15% Bonus Benefits: • Matched pension contribution up to 10% • Critical illness cover • Income protection • Death in service (4x salary) • 27 days holiday bank holidays • Option to purchase additional annual leave • Flexible benefits including private medical and dental insurance About the Company: A growing and well-est

Financial Services Administrator Coventry City Centre £30,000 – £35,000 (DOE) Are you an experienced Financial Services Administrator looking to join a small, close-knit team where your contribution genuinely matters? This is a fantastic opportunity to work with a friendly IFA firm where you’ll gain exposure across pensions, investments, mortgages and protection , with real scope to develop your c

Trainee Financial Planner Nottingham We’re working with a leading wealth management firm on a really strong opportunity within their Nottingham office, ideal for someone looking to move into advice in a structured and supported way. This isn’t a “throw you in the deep end” adviser role. Instead, you’ll join initially as a Paraplanner, with a clear pathway to transition into an Adviser position ove

Job Title: Financial Adviser Location: North Wales Salary: Open to both Self employed or Employed, so very open depending on experience Benefits: Study support, funded exams, study leave, and staff recognition gifts About the Company: This is an established financial services business with a strong reputation for doing things the right way. The organisation places real emphasis on culture, ethics,

Job Title: Financial Adviser Location: Preston Salary: Open to both Self employed or Employed, so very open depending on experience Benefits: Study support, funded exams, study leave, and staff recognition gifts About the Company: This is an established financial services business with a strong reputation for doing things the right way. The organisation places real emphasis on culture, ethics, and

Financial Services Administrator Coventry City Centre £30,000 – £35,000 (DOE) Are you an experienced Financial Services Administrator looking to join a small, close-knit team where your contribution genuinely matters? This is a fantastic opportunity to work with a friendly IFA firm where you’ll gain exposure across pensions, investments, mortgages and protection , with real scope to develop your c

Job Title: Paraplanner Location: Nottingham Salary: £40,000 – £55,000 Benefits: Strong pension contribution structure with employer contributions and salary sacrifice Group income protection and life insurance Private medical, dental, and critical illness options Health and wellbeing support including EAP and virtual services Discount schemes and gym membership support Cycle to work and green car

Job Title: Paraplanner Location: Nottingham Salary: £40,000 – £55,000 About the Company: An established, reputable, national wealth management firm supporting high-net-worth clients are seeking a Paraplanner to join their team. The business offers a structured and well-resourced environment, with a strong focus on technical excellence and long-term career development. Role Summary: This role will

Job Role: Compliance Support Administrator – Financial Services Location: Sheffield Salary: £25,000 – £32,000 DOE We are partnering with an established and growing financial planning firm seeking a Compliance Support Administrator to join its team. This is a varied role combining high-quality client administration with hands-on regulatory and compliance support. This opportunity would suit someone