Senior Paraplanner β€” Lead Case Ownership & Compliance

Senior Paraplanner β€” Lead Case Ownership & Compliance

Full-Time 39600 - 48400 Β£ / year (est.) No working from home possible
Benchmark Capital Limited

At a Glance

  • Tasks: Take ownership of cases and produce detailed suitability reports for clients.
  • Company: Join Benchmark Capital Limited, a leader in financial planning.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Dynamic role with opportunities for growth in the financial sector.
  • Why this job: Make a real difference in clients' financial futures with your expertise.
  • Qualifications: Strong paraplanning background and Level 4 Diploma (or progress) required.

The predicted salary is between 39600 - 48400 Β£ per year.

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

You will take ownership of cases, provide technical insight, and ensure compliant, client-focused recommendations.

Responsibilities include producing detailed suitability reports, collaborating with advisers, and staying updated on FCA guidance and market trends.

A strong paraplanning background and Level 4 Diploma (or progress) are essential.

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Senior Paraplanner β€” Lead Case Ownership & Compliance 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 β€” Lead Case Ownership & Compliance

Paraplanning
Technical Insight
Compliance Knowledge
Client-Focused Recommendations
Suitability Reports
Collaboration with Advisers
FCA Guidance Understanding