At a Glance
- Tasks: Support our Financial Planning team by preparing detailed suitability reports and managing client cases.
- Company: Join a vibrant financial services firm in Derry with a collaborative culture.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work environment.
- Other info: Mentorship opportunities and a modern office space that promotes teamwork and efficiency.
- Why this job: Take ownership of client cases and deepen your technical expertise in a dynamic setting.
- Qualifications: Proven paraplanning experience and a Level 4 Diploma in Financial Planning or equivalent.
The predicted salary is between 30000 - 40000 € 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 Derry office, a key regional location that supports collaboration and strong client delivery. Located in a vibrant and growing city, the office combines a close‑knit working environment with access to local amenities and transport links. The workspace is modern and well equipped, providing a professional setting that supports focus, efficiency, and teamwork. We promote a balanced approach to work and value a culture where colleagues feel supported, connected, and able to perform at their best.
Locations
Paraplanner in Derry, Londonderry employer: Benchmark Capital Limited
Join our dynamic team as a Paraplanner in Derry, where you'll enjoy a supportive and collaborative work culture that prioritises professional growth and client-focused outcomes. Our modern office environment fosters teamwork and efficiency, while our commitment to continuous improvement ensures you have the resources and mentorship needed to excel in your role. With access to local amenities and a vibrant city atmosphere, we offer an excellent balance between work and life, making us an outstanding employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Derry, Londonderry
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join online forums, or even hit up LinkedIn to find folks who can give you the inside scoop on job openings.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience and how it aligns with their needs. Bring examples of your work, especially those detailed suitability reports you've prepared.
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We love seeing candidates who are genuinely interested in joining our team. Tailor your application to highlight how your experience fits the Paraplanner role and what you can bring to the table.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the team.
We think you need these skills to ace Paraplanner in Derry, Londonderry
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 showcasing your technical skills. Include specific examples of reports you've prepared or complex cases you've managed to demonstrate your expertise.
Be Clear and Concise:When writing your application, clarity is key! Use straightforward language and structure your thoughts logically. This will not only make it easier for us to read but also reflect your communication skills, which are crucial for the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows your enthusiasm for joining our team at StudySmarter!
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 for the team.
✨Tailor Your Suitability Reports
Prepare to discuss how you would create detailed, compliant suitability reports. Bring examples of past reports you've worked on, highlighting how you tailored them to meet individual client needs. This will demonstrate your attention to detail and client-focused approach.
✨Showcase Your Collaboration Skills
Be ready to talk about your experience working with advisers and other team members. Share specific examples of how you've contributed to team discussions or helped gather information to support client goals. This will highlight your collaborative spirit, which is key in this role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to compliance and quality assurance. This shows that you’re not only interested in the role but also in how you can contribute to maintaining high standards within the team.
