Job Title - IFA Administrator Location - Bath Salary - £28,000 - £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 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 other systems such as Curo or IO 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
Oct 10, 2025
Full time
Job Title - IFA Administrator Location - Bath Salary - £28,000 - £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 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 other systems such as Curo or IO 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
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Oct 07, 2025
Full time
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Pre Approvals Officer Location: Leeds (Hybrid - 2-3 days in the office) Salary: £40,000 - £45,000 + bonus The Opportunity We are seeking a detail-oriented Pre Approvals Officer to join our financial services team. You will play a key role in reviewing and managing cases submitted by advisers, ensuring compliance with business standards and delivering exceptional service every time. This role involves working closely with a diverse group of advisers and internal colleagues, supporting best practice, and identifying opportunities for continuous improvement. Key Responsibilities Assess pre-approval cases within agreed SLAs Apply business standards consistently to all submissions Liaise with advisers to discuss cases and provide guidance Maintain accurate pre-approval records and manage workflow Support adviser induction courses Assist with compliance-related casework, including procedures, AML, and staff training Identify trends and contribute to continuous improvement initiatives Build and maintain relationships with key internal and external contacts What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Established experience in a financial services T&C or related role Working towards higher-level qualifications such as Chartered is advantageous Knowledge: COBS, ICOB, and MCOB product and sales processes Treating Customers Fairly (TCF) principles Data Protection and FCA regulations Anti Money Laundering compliance Skills & Competencies: Strong financial planning and technical knowledge Coaching and feedback skills Ability to build rapport and work collaboratively Excellent organisational skills and risk awareness Ability to manage multiple tasks and priorities Attention to detail, sound judgment, and desire to learn and develop Strong communication skills Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic, growing financial services organisation committed to delivering excellent client outcomes. We offer a supportive, inclusive culture with a strong focus on personal and professional development. You will have the autonomy to bring your best self to work, with the opportunity to make a real impact on our advisers and clients.
Oct 07, 2025
Full time
Pre Approvals Officer Location: Leeds (Hybrid - 2-3 days in the office) Salary: £40,000 - £45,000 + bonus The Opportunity We are seeking a detail-oriented Pre Approvals Officer to join our financial services team. You will play a key role in reviewing and managing cases submitted by advisers, ensuring compliance with business standards and delivering exceptional service every time. This role involves working closely with a diverse group of advisers and internal colleagues, supporting best practice, and identifying opportunities for continuous improvement. Key Responsibilities Assess pre-approval cases within agreed SLAs Apply business standards consistently to all submissions Liaise with advisers to discuss cases and provide guidance Maintain accurate pre-approval records and manage workflow Support adviser induction courses Assist with compliance-related casework, including procedures, AML, and staff training Identify trends and contribute to continuous improvement initiatives Build and maintain relationships with key internal and external contacts What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Established experience in a financial services T&C or related role Working towards higher-level qualifications such as Chartered is advantageous Knowledge: COBS, ICOB, and MCOB product and sales processes Treating Customers Fairly (TCF) principles Data Protection and FCA regulations Anti Money Laundering compliance Skills & Competencies: Strong financial planning and technical knowledge Coaching and feedback skills Ability to build rapport and work collaboratively Excellent organisational skills and risk awareness Ability to manage multiple tasks and priorities Attention to detail, sound judgment, and desire to learn and develop Strong communication skills Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic, growing financial services organisation committed to delivering excellent client outcomes. We offer a supportive, inclusive culture with a strong focus on personal and professional development. You will have the autonomy to bring your best self to work, with the opportunity to make a real impact on our advisers and clients.
Senior Business Assessor - Pre Sale Location: Leeds Salary: £40,000 - £45,000 + bonus The Opportunity We are seeking a detail-oriented and analytical Senior Business Assessor to join our growing financial services team. In this role, you will review and assess the suitability and quality of financial advice provided by our advisers across a range of areas, including investments, pensions, protection, mortgages, and general insurance. You will play a pivotal role in ensuring all advice meets regulatory standards and delivers excellent client outcomes. By identifying potential errors or areas for improvement, you will help maintain the integrity of our advice process and support the ongoing development of our adviser network. Key Responsibilities Assess new business submissions in line with internal business standards Provide constructive feedback to advisers to support their development Apply and demonstrate a thorough understanding of business standards Identify trends and contribute to continuous improvement initiatives Build and maintain relationships with internal and external stakeholders Lead calibration exercises to address areas of development within the team Coach and train new staff across relevant product areas Support team performance tracking and trend reporting Delegate management duties as required What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Level 3 Mortgage Qualification (essential) Ideally, a minimum of 2 years' experience within financial services Successful completion of internal staff tests and Anti Money Laundering assessments Knowledge: COBS, ICOB, MCOB product and sales processes Treating Customers Fairly (TCF) principles Data protection and regulatory compliance FCA requirements and Anti Money Laundering regulations Skills & Competencies: Strong financial planning and technical knowledge Excellent organisation and risk management skills Ability to manage multiple projects simultaneously Strong communication, problem-solving, and decision-making abilities Attention to detail and sound judgment Calm under pressure with a willingness to learn and develop Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, and a range of other flexible benefits Why Join Us? We are a dynamic and growing financial services organisation committed to delivering outstanding client outcomes. We offer a supportive and inclusive culture where your personal and professional development is a priority. Our colleagues enjoy autonomy, a strong ethic of care, and the opportunity to make a real impact. If you are passionate about quality financial advice, regulatory compliance, and continuous improvement, this is the role for you.
Oct 07, 2025
Full time
Senior Business Assessor - Pre Sale Location: Leeds Salary: £40,000 - £45,000 + bonus The Opportunity We are seeking a detail-oriented and analytical Senior Business Assessor to join our growing financial services team. In this role, you will review and assess the suitability and quality of financial advice provided by our advisers across a range of areas, including investments, pensions, protection, mortgages, and general insurance. You will play a pivotal role in ensuring all advice meets regulatory standards and delivers excellent client outcomes. By identifying potential errors or areas for improvement, you will help maintain the integrity of our advice process and support the ongoing development of our adviser network. Key Responsibilities Assess new business submissions in line with internal business standards Provide constructive feedback to advisers to support their development Apply and demonstrate a thorough understanding of business standards Identify trends and contribute to continuous improvement initiatives Build and maintain relationships with internal and external stakeholders Lead calibration exercises to address areas of development within the team Coach and train new staff across relevant product areas Support team performance tracking and trend reporting Delegate management duties as required What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Level 3 Mortgage Qualification (essential) Ideally, a minimum of 2 years' experience within financial services Successful completion of internal staff tests and Anti Money Laundering assessments Knowledge: COBS, ICOB, MCOB product and sales processes Treating Customers Fairly (TCF) principles Data protection and regulatory compliance FCA requirements and Anti Money Laundering regulations Skills & Competencies: Strong financial planning and technical knowledge Excellent organisation and risk management skills Ability to manage multiple projects simultaneously Strong communication, problem-solving, and decision-making abilities Attention to detail and sound judgment Calm under pressure with a willingness to learn and develop Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, and a range of other flexible benefits Why Join Us? We are a dynamic and growing financial services organisation committed to delivering outstanding client outcomes. We offer a supportive and inclusive culture where your personal and professional development is a priority. Our colleagues enjoy autonomy, a strong ethic of care, and the opportunity to make a real impact. If you are passionate about quality financial advice, regulatory compliance, and continuous improvement, this is the role for you.
Looking for a change in Career? Take a look! Job Title: Trainee Financial Advisor Location: Swindon (Hybrid - training period office-based) Salary: From £40,000 - £45,000 Benefits: Up to 10% matched pension contributions, critical illness cover, income protection, death in service, 27 days holiday + bank holidays (with the option to buy 10 more), PMI, dental insurance, and a range of additional flexible lifestyle benefits. About the Company This national financial services partnership has been developing financial advisers for over 50 years, with a strong reputation for progression, training, and community. The business is recognised for its unique adviser development pathway, offering individuals the tools, mentoring, and structured support to grow from entry-level roles into fully qualified Wealth Advisers. You'll join a culture that values inclusivity, flexibility, and long-term career growth, backed by a network of experienced professionals. Role Summary Are you ready for a career change? This is an exciting opportunity for professionals from diverse backgrounds - whether ex-military, professional sports, teaching, or other high-performance careers - to retrain as financial advisers. Through the in-house Business School, you'll complete a structured training programme, achieving the Level 4 Diploma in Regulated Financial Planning while earning a competitive salary. From your first role in administration, through paraplanning, and onto advising, you'll follow a clear career pathway designed to give you the technical expertise, regulatory qualifications, and real-world experience to succeed as a Wealth Adviser. Key Responsibilities Complete structured training and development through the in-house Business School Progress through the Adviser Lifecycle - from Administrator to Paraplanner, Mortgage & Protection Adviser, and ultimately Wealth Adviser Build strong client relationships and learn how to deliver holistic financial planning Commit to personal and professional development, working towards regulatory qualifications Apply existing skills (leadership, resilience, problem-solving, relationship management) to a new career path Requirements A successful prior career in a demanding role (military, sport, teaching, professional services, or similar) Self-motivated, curious, and committed to learning Strong relationship-building and stakeholder management skills Adaptability, resilience, and drive to succeed in a new industry Passion for helping clients achieve their financial goals
Oct 07, 2025
Full time
Looking for a change in Career? Take a look! Job Title: Trainee Financial Advisor Location: Swindon (Hybrid - training period office-based) Salary: From £40,000 - £45,000 Benefits: Up to 10% matched pension contributions, critical illness cover, income protection, death in service, 27 days holiday + bank holidays (with the option to buy 10 more), PMI, dental insurance, and a range of additional flexible lifestyle benefits. About the Company This national financial services partnership has been developing financial advisers for over 50 years, with a strong reputation for progression, training, and community. The business is recognised for its unique adviser development pathway, offering individuals the tools, mentoring, and structured support to grow from entry-level roles into fully qualified Wealth Advisers. You'll join a culture that values inclusivity, flexibility, and long-term career growth, backed by a network of experienced professionals. Role Summary Are you ready for a career change? This is an exciting opportunity for professionals from diverse backgrounds - whether ex-military, professional sports, teaching, or other high-performance careers - to retrain as financial advisers. Through the in-house Business School, you'll complete a structured training programme, achieving the Level 4 Diploma in Regulated Financial Planning while earning a competitive salary. From your first role in administration, through paraplanning, and onto advising, you'll follow a clear career pathway designed to give you the technical expertise, regulatory qualifications, and real-world experience to succeed as a Wealth Adviser. Key Responsibilities Complete structured training and development through the in-house Business School Progress through the Adviser Lifecycle - from Administrator to Paraplanner, Mortgage & Protection Adviser, and ultimately Wealth Adviser Build strong client relationships and learn how to deliver holistic financial planning Commit to personal and professional development, working towards regulatory qualifications Apply existing skills (leadership, resilience, problem-solving, relationship management) to a new career path Requirements A successful prior career in a demanding role (military, sport, teaching, professional services, or similar) Self-motivated, curious, and committed to learning Strong relationship-building and stakeholder management skills Adaptability, resilience, and drive to succeed in a new industry Passion for helping clients achieve their financial goals
Job Title: Paraplanner Location: Worthing (Hybrid - 2 days from home) Salary: Competitive + Bonus Scheme Benefits: 7% employer pension, PMI with optical & dental cover, GIP, DIS, Critical Illness Cover, 25-28 days holiday, study & qualification support, flexible working, enhanced parental leave, cycle-to-work scheme, long service awards, season ticket loan, wellness support, and more. About the Company: This is a leading national financial planning firm, highly regarded for its client-centric approach and strong market reputation. The team has grown consistently and is well-known for providing high-quality, holistic advice supported by robust paraplanning and compliance functions. You'll join a collaborative environment that encourages professional development, values flexibility, and supports long-term career growth. Role Summary: We're seeking a Paraplanner to join the Reading team, supporting Financial Advisers and administrators to deliver outstanding client service. This role will see you producing detailed research and suitability reports, contributing to investment analysis, and ensuring clients receive clear, compliant, and tailored advice. You'll be encouraged to continue your professional development while working in a supportive, hybrid environment. Key Responsibilities: Review client fact finds, risk profiles, and adviser notes to understand objectives Conduct research across funds, products, charges, and tax implications to support recommendations Prepare high-quality, compliant suitability reports tailored to client needs Collaborate with Advisers and Administrators to progress cases and client packs efficiently Use research tools and systems (e.g., Selectapension, FE Analytics, Voyant) to support advice delivery Monitor case progress and escalate delays or issues to ensure client expectations are managed Contribute to a culture of compliance, continuous improvement, and client care Requirements: Diploma in Financial Planning (Essential) Experience in an end-to-end paraplanning role within an IFA/wealth management setting Strong technical knowledge across pensions, investments, protection, and tax planning Confident in using research tools such as Selectapension, FE Analytics, Voyant, Dynamic Planner Ability to produce suitability reports with both templated and bespoke content Excellent communication, organisation, and attention to detail Proficiency with MS Office and Intelligent Office (or similar CRM systems)
Oct 07, 2025
Full time
Job Title: Paraplanner Location: Worthing (Hybrid - 2 days from home) Salary: Competitive + Bonus Scheme Benefits: 7% employer pension, PMI with optical & dental cover, GIP, DIS, Critical Illness Cover, 25-28 days holiday, study & qualification support, flexible working, enhanced parental leave, cycle-to-work scheme, long service awards, season ticket loan, wellness support, and more. About the Company: This is a leading national financial planning firm, highly regarded for its client-centric approach and strong market reputation. The team has grown consistently and is well-known for providing high-quality, holistic advice supported by robust paraplanning and compliance functions. You'll join a collaborative environment that encourages professional development, values flexibility, and supports long-term career growth. Role Summary: We're seeking a Paraplanner to join the Reading team, supporting Financial Advisers and administrators to deliver outstanding client service. This role will see you producing detailed research and suitability reports, contributing to investment analysis, and ensuring clients receive clear, compliant, and tailored advice. You'll be encouraged to continue your professional development while working in a supportive, hybrid environment. Key Responsibilities: Review client fact finds, risk profiles, and adviser notes to understand objectives Conduct research across funds, products, charges, and tax implications to support recommendations Prepare high-quality, compliant suitability reports tailored to client needs Collaborate with Advisers and Administrators to progress cases and client packs efficiently Use research tools and systems (e.g., Selectapension, FE Analytics, Voyant) to support advice delivery Monitor case progress and escalate delays or issues to ensure client expectations are managed Contribute to a culture of compliance, continuous improvement, and client care Requirements: Diploma in Financial Planning (Essential) Experience in an end-to-end paraplanning role within an IFA/wealth management setting Strong technical knowledge across pensions, investments, protection, and tax planning Confident in using research tools such as Selectapension, FE Analytics, Voyant, Dynamic Planner Ability to produce suitability reports with both templated and bespoke content Excellent communication, organisation, and attention to detail Proficiency with MS Office and Intelligent Office (or similar CRM systems)
Capio Recruitment Financial Planning
Swansea, West Glamorgan
Job Title: Paraplanner Location: Swansea (Hybrid) Salary: £38,000 - £48,000 This is an excellent opportunity to join a well-established and highly respected Wealth Management firm as a Paraplanner, working as part of a collaborative team to deliver high-quality, compliant, and client-focused support to Financial Advisers and their clients. You'll play a key role in the advisory process providing research, technical analysis, and suitability reports to ensure a first-class service to their clients. They offer hybrid working, training and development opportunities and a comprehensive benefits package. The Required Skills: Diploma qualified in Financial Planning (or equivalent) Proven experience in a full end-to-end paraplanning role Strong knowledge of financial planning products and research tools (e.g. Selectapension, FE Analytics, Iress, Voyant) Experience working with centralised investment propositions, DFMs, and model portfolios Excellent communication skills, attention to detail, and ability to prioritise workload Key Responsibilities: Review client information and adviser notes to understand requirements Conduct fund, product, and tax analysis to support recommendations Prepare detailed suitability reports and pre-meeting documentation Liaise with advisers and administrators to ensure timely, accurate case progression Support compliance processes, TCF initiatives, and uphold FCA Conduct Rules To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Oct 03, 2025
Full time
Job Title: Paraplanner Location: Swansea (Hybrid) Salary: £38,000 - £48,000 This is an excellent opportunity to join a well-established and highly respected Wealth Management firm as a Paraplanner, working as part of a collaborative team to deliver high-quality, compliant, and client-focused support to Financial Advisers and their clients. You'll play a key role in the advisory process providing research, technical analysis, and suitability reports to ensure a first-class service to their clients. They offer hybrid working, training and development opportunities and a comprehensive benefits package. The Required Skills: Diploma qualified in Financial Planning (or equivalent) Proven experience in a full end-to-end paraplanning role Strong knowledge of financial planning products and research tools (e.g. Selectapension, FE Analytics, Iress, Voyant) Experience working with centralised investment propositions, DFMs, and model portfolios Excellent communication skills, attention to detail, and ability to prioritise workload Key Responsibilities: Review client information and adviser notes to understand requirements Conduct fund, product, and tax analysis to support recommendations Prepare detailed suitability reports and pre-meeting documentation Liaise with advisers and administrators to ensure timely, accurate case progression Support compliance processes, TCF initiatives, and uphold FCA Conduct Rules To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Job Title: Paraplanner Location: Bath (Hybrid) Salary: £38,000 - £48,000 This is an excellent opportunity to join a well-established and highly respected Wealth Management firm as a Paraplanner, working as part of a collaborative team to deliver high-quality, compliant, and client-focused support to Financial Advisers and their clients. You'll play a key role in the advisory process providing research, technical analysis, and suitability reports to ensure a first-class service to their clients. They offer hybrid working, training and development opportunities and a comprehensive benefits package. The Required Skills: Diploma qualified in Financial Planning (or equivalent) Proven experience in a full end-to-end paraplanning role Strong knowledge of financial planning products and research tools (e.g. Selectapension, FE Analytics, Iress, Voyant) Experience working with centralised investment propositions, DFMs, and model portfolios Excellent communication skills, attention to detail, and ability to prioritise workload Key Responsibilities: Review client information and adviser notes to understand requirements Conduct fund, product, and tax analysis to support recommendations Prepare detailed suitability reports and pre-meeting documentation Liaise with advisers and administrators to ensure timely, accurate case progression Support compliance processes, TCF initiatives, and uphold FCA Conduct Rules To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Oct 03, 2025
Full time
Job Title: Paraplanner Location: Bath (Hybrid) Salary: £38,000 - £48,000 This is an excellent opportunity to join a well-established and highly respected Wealth Management firm as a Paraplanner, working as part of a collaborative team to deliver high-quality, compliant, and client-focused support to Financial Advisers and their clients. You'll play a key role in the advisory process providing research, technical analysis, and suitability reports to ensure a first-class service to their clients. They offer hybrid working, training and development opportunities and a comprehensive benefits package. The Required Skills: Diploma qualified in Financial Planning (or equivalent) Proven experience in a full end-to-end paraplanning role Strong knowledge of financial planning products and research tools (e.g. Selectapension, FE Analytics, Iress, Voyant) Experience working with centralised investment propositions, DFMs, and model portfolios Excellent communication skills, attention to detail, and ability to prioritise workload Key Responsibilities: Review client information and adviser notes to understand requirements Conduct fund, product, and tax analysis to support recommendations Prepare detailed suitability reports and pre-meeting documentation Liaise with advisers and administrators to ensure timely, accurate case progression Support compliance processes, TCF initiatives, and uphold FCA Conduct Rules To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Job Title: Paraplanner Location: Bristol (Hybrid) Salary: £38,000 - £48,000 This is an excellent opportunity to join a well-established and highly respected Wealth Management firm as a Paraplanner, working as part of a collaborative team to deliver high-quality, compliant, and client-focused support to Financial Advisers and their clients. You'll play a key role in the advisory process providing research, technical analysis, and suitability reports to ensure a first-class service to their clients. They offer hybrid working, training and development opportunities and a comprehensive benefits package. The Required Skills: Diploma qualified in Financial Planning (or equivalent) Proven experience in a full end-to-end paraplanning role Strong knowledge of financial planning products and research tools (e.g. Selectapension, FE Analytics, Iress, Voyant) Experience working with centralised investment propositions, DFMs, and model portfolios Excellent communication skills, attention to detail, and ability to prioritise workload Key Responsibilities: Review client information and adviser notes to understand requirements Conduct fund, product, and tax analysis to support recommendations Prepare detailed suitability reports and pre-meeting documentation Liaise with advisers and administrators to ensure timely, accurate case progression Support compliance processes, TCF initiatives, and uphold FCA Conduct Rules To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Oct 03, 2025
Full time
Job Title: Paraplanner Location: Bristol (Hybrid) Salary: £38,000 - £48,000 This is an excellent opportunity to join a well-established and highly respected Wealth Management firm as a Paraplanner, working as part of a collaborative team to deliver high-quality, compliant, and client-focused support to Financial Advisers and their clients. You'll play a key role in the advisory process providing research, technical analysis, and suitability reports to ensure a first-class service to their clients. They offer hybrid working, training and development opportunities and a comprehensive benefits package. The Required Skills: Diploma qualified in Financial Planning (or equivalent) Proven experience in a full end-to-end paraplanning role Strong knowledge of financial planning products and research tools (e.g. Selectapension, FE Analytics, Iress, Voyant) Experience working with centralised investment propositions, DFMs, and model portfolios Excellent communication skills, attention to detail, and ability to prioritise workload Key Responsibilities: Review client information and adviser notes to understand requirements Conduct fund, product, and tax analysis to support recommendations Prepare detailed suitability reports and pre-meeting documentation Liaise with advisers and administrators to ensure timely, accurate case progression Support compliance processes, TCF initiatives, and uphold FCA Conduct Rules To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
