At a Glance
- Tasks: Support our Financial Planning team by preparing detailed, compliant suitability reports and managing cases.
- Company: Join a reputable financial planning firm with a focus on client outcomes and teamwork.
- Benefits: Enjoy a competitive salary, on-site amenities, and a supportive work environment.
- Other info: Work in a spacious campus with great facilities and opportunities for professional development.
- Why this job: Take ownership of 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 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 the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting‑edge software and hardware and our spacious campus facilities mean there’s a great working environment for the team. With an on‑site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.
Paraplanner - Technical Lead for Financial Planning employer: Benchmark Capital Limited
At Benchmark, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth. Located in the serene Broadlands Business Campus near Horsham, our team enjoys state-of-the-art facilities, including an on-site restaurant, coffee shop, and gym, all while benefiting from a supportive environment that encourages continuous learning and development. Join us to take ownership of your career as a Paraplanner and make a meaningful impact in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Technical Lead for Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Get involved in industry events and workshops. These are great places to meet potential employers and showcase your technical expertise. Plus, it’s a fab way to stay updated on market trends and legislation changes that could impress during interviews.
✨Tip Number 3
Practice your interview skills! Mock interviews with friends or mentors can help you articulate your experience and knowledge confidently. Focus on how you can take ownership of cases and collaborate effectively with advisers, as these are key aspects of the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Paraplanner - Technical Lead for Financial Planning
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 align with the job description, especially your technical expertise and case ownership.
Showcase Your Technical Skills:Since this role requires strong technical knowledge, don’t shy away from detailing your experience with financial products, pensions, and compliance. Use specific examples to demonstrate your understanding and how you've applied it in past roles.
Be Clear and Concise:When writing your application, clarity is key! Use straightforward language and structure your thoughts logically. This will not only make your application easier to read but also reflect your communication skills, which are crucial for this position.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on 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. Be ready to discuss specific examples of how you've applied this knowledge in your previous roles, especially when preparing suitability reports.
✨Showcase Your Case Ownership
Prepare to talk about your experience managing cases from start to finish. Highlight how you prioritised tasks and ensured compliance while maintaining a client-focused approach. Real-life examples will make your points more impactful!
✨Collaboration is Key
Since this role involves working closely with advisers and other team members, be prepared to discuss how you've successfully collaborated in the past. Share instances where your communication skills helped bridge gaps or resolve issues.
✨Stay Current
Demonstrate your commitment to continuous improvement by discussing how you keep up-to-date with legislation and market trends. Mention any recent changes in the industry that you’ve researched and how they might impact financial planning.
