Senior Paraplanner: Case Ownership & Technical Expert in Horsham

Senior Paraplanner: Case Ownership & Technical Expert in Horsham

Horsham Full-Time 37800 - 46200 Β£ / year (est.) No working from home possible
Benchmark Capital Limited

At a Glance

  • Tasks: Own cases, prepare detailed reports, and collaborate with Financial Planners.
  • Company: Benchmark Capital Limited, a leader in financial planning.
  • Benefits: Mentorship, ongoing development, and a structured advisory environment.
  • Other info: Varied caseload with opportunities for career growth.
  • Why this job: Deepen your technical expertise while making a real impact on client outcomes.
  • Qualifications: Experience as a Paraplanner and strong report writing skills.

The predicted salary is between 37800 - 46200 Β£ per year.

Benchmark Capital Limited is seeking an experienced Paraplanner to support our Financial Planning team from our Winchester office.

You will own cases, prepare detailed, compliant reports, and collaborate with Financial Planners and Client Support Executives to deliver client-focused outcomes.

The role offers responsibility, a varied caseload, and opportunities to deepen technical expertise within a structured advisory environment, with mentorship and ongoing development across the team.

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Senior Paraplanner: Case Ownership & Technical Expert in Horsham employer: Benchmark Capital Limited

Benchmark is an exceptional employer for a DevOps Engineer, offering a dynamic work environment at our Broadlands Business Campus near Horsham. With a strong focus on employee growth and development, we provide opportunities to work with cutting-edge technologies in a collaborative culture that values innovation and impact. Enjoy the benefits of a countryside setting while being part of a reputable company that prioritises work-life balance and professional advancement.

Benchmark Capital Limited

Contact Details:

Benchmark Capital Limited Recruitment Team

We think you need these skills to ace Senior Paraplanner: Case Ownership & Technical Expert in Horsham

Case Ownership
Report Preparation
Compliance Knowledge
Collaboration Skills
Client-Focused Approach
Technical Expertise
Financial Planning Knowledge