At a Glance
- Tasks: Support our Financial Planning team by preparing detailed suitability reports and managing client cases.
- Company: Join a dynamic financial services firm in Chester with a collaborative culture.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work environment.
- Other info: Mentor junior team members and contribute to continuous improvement within the team.
- Why this job: Take ownership of client cases and deepen your technical expertise in a structured advice setting.
- Qualifications: Proven paraplanning experience and a Level 4 Diploma in Financial Planning or equivalent.
The predicted salary is between 35000 - 45000 € per year.
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes. You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused. This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.
Key Responsibilities
- Case Ownership
- Prepare detailed, compliant suitability reports tailored to individual client needs.
- Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.
- Manage complex workloads independently, prioritising tasks to meet deadlines.
- Adviser Collaboration
- Work closely with advisers to understand client goals and develop strategies.
- Proactively gather outstanding information and documentation.
- Contribute to technical discussions and best practice initiatives.
- Technical Expertise
- Research and analyse financial products, investments, pensions, and tax planning opportunities.
- Prepare technical illustrations, projections, and recommendations.
- Maintain up-to-date knowledge of legislation, FCA guidance, and market trends.
- Client Interaction
- Respond to client queries and clarify technical details post-meeting.
- Attend client meetings when required to support advisers and explain recommendations.
- Compliance & Quality
- Ensure all work meets FCA standards and internal compliance requirements.
- Review and sign off reports prepared by junior team members, providing feedback.
- Keep documentation audit-ready and support compliance process improvements.
- Process & Template Management
- Update templates and tools in line with regulatory or product changes.
- Suggest workflow improvements to enhance efficiency and consistency.
- Leadership & Development
- Mentor and coach junior paraplanners, providing technical guidance and training.
- Where applicable, manage team performance and development.
- Promote collaboration and continuous professional development within the team.
- Additional Responsibilities
- Work with compliance, operations, and investment teams to streamline advice processes.
- Support audits and maintain risk awareness.
- Champion effective use of financial planning software and data tools.
Skills, Knowledge and Expertise
- Proven paraplanning experience is essential.
- Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it.
- Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified.
- Technical Expertise
- Strong knowledge of retail investments, pensions, savings, and protection products.
- Solid understanding of suitability report requirements, structure, and regulatory expectations.
- Experience producing suitability reports, completing cashflow modelling, and conducting technical research.
- Communication and Collaboration
- Clear and effective written and verbal communication skills.
- Confident dealing with stakeholders at all levels.
- Collaborative approach, with the ability to build relationships across internal teams and external partners.
- Systems and Tools
- Proficient in Microsoft Office.
- Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform.
- Personal Attributes
- Well organised, with strong attention to detail.
- Able to manage workload and prioritise effectively.
- Positive and adaptable, with a mindset open to change.
- Aligned to company values and culture, with a focus on continuous improvement.
The base You’ll be based at our Chester office, a well-connected regional hub that supports close collaboration and high-quality delivery. Located in a vibrant historic city, the office benefits from strong transport links and access to a wide range of local amenities. The workspace is modern and well equipped, designed to support productivity and effective teamwork. It offers a professional and welcoming environment where you can focus on delivering strong outcomes for clients. We support a balanced approach to work and value a culture where colleagues feel connected, supported, and able to perform at their best.
Paraplanner in Chester employer: Benchmark Capital Limited
Join our dynamic team as a Paraplanner in Chester, where you will enjoy a collaborative work culture that prioritises professional growth and client-focused outcomes. Our modern office environment, combined with strong transport links and local amenities, fosters a balanced approach to work, ensuring you have the support and resources needed to excel in your role. With opportunities for mentorship and continuous development, we are committed to helping you deepen your technical expertise while making a meaningful impact on our clients' financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your technical expertise and case ownership experience. Share specific examples of how you've tackled complex workloads or contributed to team success. This will help you stand out as a strong candidate.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of current market trends and FCA regulations. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role. Plus, it’ll give you a leg up when discussing client strategies!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged. So, take that extra step and submit your application directly!
We think you need these skills to ace Paraplanner in Chester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that match the job description, especially your technical expertise and case ownership abilities.
Showcase Your Technical Skills:Since this role requires strong knowledge of financial products and compliance, don’t shy away from detailing your experience with suitability reports and any relevant qualifications. We want to see how you can contribute to our team!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to explain your past experiences and how they relate to the responsibilities of the Paraplanner position. We appreciate clarity!
Apply Through Our Website:For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and get back to you quicker. We’re excited to hear from you!
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial products, pensions, and tax planning. Being able to discuss these topics confidently will show that you're not just a paraplanner but a knowledgeable partner in the financial planning process.
✨Tailor Your Suitability Reports
Prepare to discuss how you would create detailed, compliant suitability reports. Think about how you can tailor these reports to meet individual client needs and be ready to share examples from your past experience.
✨Showcase Your Collaboration Skills
Since this role involves working closely with advisers and other team members, be prepared to talk about your collaborative approach. Share specific instances where you've successfully worked with others to achieve client goals or improve processes.
✨Demonstrate Your Organisational Skills
Highlight your ability to manage complex workloads and prioritise tasks effectively. You might want to prepare a few examples of how you've handled tight deadlines or managed multiple cases simultaneously while maintaining high standards.
