Capio Recruitment Financial Planning

15 open roles

United Kingdom

Locations: Kettering · London · Fareham · Horsham · Uxbridge · Colchester · Shrewsbury

Associate Financial Planner
Capio Recruitment Financial Planning·London, United Kingdom
About the Company: An established wealth management and financial planning business is expanding its Financial Planning Associate team across several UK offices. The firm provides holistic financial planning and investment support to private clients, with Associates working closely alongside experienced Wealth Planners and senior office leaders. Role Summary: This is a strong progression opportunity for a technically capable Paraplanner who…
- On-site
- Full-time
- £40k–£45k / yr
10d ago
Associate Financial Planner
Capio Recruitment Financial Planning·United Kingdom
Job Title: Financial Planning Associate Location: Fareham / East Midlands / Manchester / London Salary: 40,000 – 45,000 About the Company: An established wealth management and financial planning business is expanding its Financial Planning Associate team across several UK offices. The firm provides holistic financial planning and investment support to private clients, with Associates working closely alongside experienced Wealth Planners…
- On-site
- Full-time
- £40k–£45k / yr
10d ago
Associate Financial Planner
Capio Recruitment Financial Planning·Fareham, United Kingdom
Job Title: Financial Planning Associate Location: Fareham / East Midlands / Manchester / London Salary: 40,000 – 45,000 About the Company: An established wealth management and financial planning business is expanding its Financial Planning Associate team across several UK offices. The firm provides holistic financial planning and investment support to private clients, with Associates working closely alongside experienced Wealth Planners…
- On-site
- Full-time
- £40k–£45k / yr
10d ago
Chartered Financial Planner
Capio Recruitment Financial Planning·United Kingdom
Chartered Financial Planner West Midlands 80,000 - 100,000 Basic + Bonus + Benefits Existing Client Bank | Full Paraplanning Support | Complex Financial Planning | Long-Term Investment Opportunity We are partnering with a leading and growing IFA firm in the West Midlands that is looking to appoint an experienced and Chartered Financial Planner as part of an exciting growth phase…
- On-site
- Full-time
- £80k–£100k / yr
18d ago
T&C Supervisor
Capio Recruitment Financial Planning·United Kingdom
T&C Supervisor Location: UK Wide - field based Salary: Up to 60,000 Benefits: Annual bonus (10% target) 4,000 car allowance Matched pension contribution up to 10% Critical illness cover Income protection Death in service (4x salary) 27 days annual leave plus bank holidays Option to buy up to 10 additional days' holiday Flexible benefits including private medical and dental insurance…
- On-site
- Full-time
- £50k–£60k / yr
19d ago
Compliance Support Specialist
Capio Recruitment Financial Planning·Colchester, United Kingdom
About the Company Our client is a well-established and expanding financial planning business with an excellent reputation for delivering high-quality advice and outstanding client outcomes. Following continued growth, they are investing further in their compliance function as they transition towards a more proactive, commercially supportive approach to regulation and risk management. This is an opportunity to join a collaborative team…
- On-site
- Full-time
- £38k–£45k / yr
20d ago
Trainee Financial Planner
Capio Recruitment Financial Planning·United Kingdom
Job Title: Trainee Financial Planner Location: Liverpool Salary: 35,000 and 50,000 An exciting opportunity to join a reputable wealth management firm committed to delivering tailored financial planning services . With significant client assets and a growing footprint across the Northwest , they are known for their relationship-driven approach , building lasting partnerships founded on trust and exceptional client care. In…
- On-site
- Full-time
- £35k–£50k / yr
20d ago
IFA Administrator
Capio Recruitment Financial Planning·Shrewsbury, United Kingdom
IFA Administrator – Full Time Location: Shrewsbury (Office-based) Salary: Negotiable depending on experience and qualifications Join a Growing Financial Planning Firm We are seeking a proactive, organised, and detail-focused IFA Administrator to join a well-established financial planning business. This is an excellent opportunity for an experienced administrator, ideally with financial services exposure, to play a key role in supporting advisers...
- On-site
- Full-time
- £26k–£30k / yr
25d ago
Senior Administrator
Capio Recruitment Financial Planning·Horsham, United Kingdom
An established independent Chartered Financial Planning practice is looking to appoint an experienced Senior Financial Planning Administrator to join its close-knit team. The business has built an outstanding reputation by delivering genuinely holistic financial planning, taking the time to understand each client's goals, ambitions and circumstances. Rather than focusing on products, the advisers provide highly personalised, consultative advice ...
- On-site
- Full-time
- £37k–£42k / yr
27d ago
Paraplanner
Capio Recruitment Financial Planning·Kettering, United Kingdom
Paraplanner Boutique IFA - Kettering (Hybrid) Up to 47,500 Are you a technically capable Paraplanner looking to join a firm where holistic financial planning, client relationships and quality advice take precedence? We're partnering with a highly respected boutique Independent Financial Planning firm in Northamptonshire , known for its lifestyle-led approach to advice and collaborative culture. Working closely with experienced Financial…
- On-site
- Full-time
- £38k–£48k / yr
Jul 21
Paraplanner
Capio Recruitment Financial Planning·Uxbridge, United Kingdom
Hybrid Working | Annual Bonus Scheme | Hybrid 2 days per week inc every Friday at home | Career Development Location: Uxbridge, West London (Hybrid) About the Role We're working with a growing independent financial planning practice looking to appoint an experienced Paraplanner to support its team of Financial Advisers. This is an opportunity to join a collaborative business where…
- On-site
- Full-time
Jul 17
Financial Planner
Capio Recruitment Financial Planning·United Kingdom
Job Title: Financial Planner Location: Exeter & Surrounding Area Salary: Competitive + Bonus + Benefits Capio Recruitment are partnering with a highly respected Financial Planning firm that is looking to appoint a Financial Planner to join its growing team in the Southwest. This is an outstanding opportunity for an experienced Adviser to inherit an established client portfolio across Exeter and…
- On-site
- Full-time
- £70k–£100k / yr
Jul 8
Senior IFA Administrator
Capio Recruitment Financial Planning·United Kingdom
Job Title: Senior IFA Administrator Location: Leeds Salary: 35,000, this is flexible Benefits: Discretionary bonus scheme, private healthcare*, group income protection, life assurance, eye care scheme, wellbeing programme, cycle to work scheme, full support with professional qualifications, 24 days holiday (rising to 26) plus paid Christmas shutdown *after qualifying period About the Company This is a chartered independent firm known…
- On-site
- Full-time
- £30k–£35k / yr
Jun 23
Paraplanner
Capio Recruitment Financial Planning·United Kingdom
ob Title: Technical Paraplanner Location: Colchester, Essex Salary: 40,000 – 55,000 depending on experience and qualifications, with the upper end available for Chartered candidates with substantial paraplanning experience Benefits: Employer pension contribution of 3%, rising to 5% after two years’ service; 25 days’ annual leave plus public holidays, increasing by one day per year to 30 days; option to purchase…
- On-site
- Full-time
- £40k–£55k / yr
May 20
IFA Administrator
Capio Recruitment Financial Planning·United Kingdom
Job Title: IFA Administrator Location: London Salary: 30,000 to 35,000 Capio Recruitment are working with a well-established Financial Planning firm that is looking to add a Financial Administrator to its growing London team. This is an excellent opportunity for someone with at least a year's experience within Financial Planning or Wealth Management who is looking to build a long-term career…
- On-site
- Full-time
- £30k–£35k / yr
May 8