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 with a focus on collaboration and client success.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work environment.
- Other info: Work in a modern office in Shrewsbury with strong regional connections and local amenities.
- 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 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 Shrewsbury office, a well-established regional location that supports close collaboration and consistent client delivery. Set in a historic market town, the office offers a calm working environment with access to local amenities and strong regional connections. The workspace is modern and well equipped, providing a professional setting that supports focus, efficiency, and teamwork. We support a balanced approach to work and foster a culture where colleagues feel supported, connected, and able to perform at their best.
Paraplanner in Shrewsbury employer: Benchmark Capital Limited
Join our dynamic team as a Paraplanner in Shrewsbury, where you will enjoy a supportive work culture that prioritises collaboration and professional growth. Our modern office environment, set in a historic market town, offers a calm atmosphere with access to local amenities, ensuring a balanced approach to work. With opportunities for mentorship and continuous development, we empower our employees to take ownership of their cases and deepen their technical expertise while delivering high-quality client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Shrewsbury
✨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
Prepare for interviews by practising common paraplanning scenarios. Think about how you’d handle case ownership or collaborate with advisers. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your technical expertise! Be ready to discuss your knowledge of financial products, pensions, and compliance during interviews. Bring examples of your work, like suitability reports, to demonstrate your skills and attention to detail.
✨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 and engaged with our company. So, get that application in and let’s make it happen!
We think you need these skills to ace Paraplanner in Shrewsbury
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 technical research. We want to see how you can contribute to our team!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language to explain your achievements and how they relate to the responsibilities of the Paraplanner position. We appreciate clarity!
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’s super easy!
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 one who can contribute to the team.
✨Showcase Your Case Ownership Skills
Prepare examples of how you've taken ownership of cases in the past. Be ready to discuss how you managed complex workloads and ensured compliance while meeting client objectives. This will demonstrate your ability to handle the responsibilities of the role.
✨Collaboration is Key
Highlight your experience working with advisers and other team members. Share specific instances where you’ve contributed to technical discussions or helped gather information for client strategies. This shows you’re a team player who values collaboration.
✨Be Audit-Ready
Familiarise yourself with compliance standards and be prepared to discuss how you ensure your work meets FCA requirements. Mention any processes you've implemented to keep documentation audit-ready, as this will resonate well with the interviewers.
