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 in a collaborative and supportive environment.
- Benefits: Enjoy a competitive salary, professional development, and a modern office in Winchester.
- Other info: Mentor junior team members and contribute to a culture of continuous improvement.
- Why this job: Take ownership of client cases and deepen your technical expertise in financial planning.
- 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 our Winchester office, a well‑positioned regional location that supports close collaboration and high‑quality client delivery. Set within a historic and well‑regarded city, the office benefits from a relaxed environment while remaining well connected, with easy access to local amenities. The workspace is modern and fully equipped to support your day‑to‑day work, providing a professional and comfortable setting that enables focus and efficiency. 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 Winchester employer: Benchmark Capital Limited
Join our dynamic team in Winchester as a Paraplanner, where you will enjoy a supportive work culture that prioritises collaboration and professional growth. Our modern office environment not only fosters high-quality client delivery but also encourages a balanced approach to work, ensuring you feel connected and empowered to excel in your role. With opportunities for mentorship and continuous development, this is an excellent place for paraplanners seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Winchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a paraplanner role that’s perfect for you.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best suitability reports and case studies to demonstrate your expertise. When you get the chance to chat with potential employers, let your work speak for itself.
✨Tip Number 3
Be proactive! If you see a job opening that catches your eye, don’t just wait for the application process. Reach out directly to the hiring manager or team members to express your interest and ask insightful questions about the role.
✨Tip Number 4
Apply through our website! We love seeing applications come in directly from candidates who are excited about joining our team. It shows initiative and gives you a better chance to stand out in the crowd.
We think you need these skills to ace Paraplanner in Winchester
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 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.
Be Clear and Concise:When writing your application, clarity is key! Use straightforward language and structure your thoughts logically. This will demonstrate 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 for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 how you've applied this knowledge in previous roles, as it shows you're not just familiar with the theory but can also put it into practice.
✨Showcase Your Case Ownership
Prepare examples of cases you've managed from start to finish. Highlight how you ensured accuracy and alignment with client objectives. This will demonstrate your ability to take ownership and deliver high-quality outcomes, which is crucial for the role.
✨Collaboration is Key
Be prepared to talk about your experience working closely with advisers and other team members. Share specific instances where you contributed to technical discussions or helped develop strategies that benefited clients. This shows you’re a team player and understand the importance of collaboration.
✨Stay Compliant
Familiarise yourself with FCA standards and compliance requirements. During the interview, mention how you’ve ensured your work meets these standards in the past. This will reassure them that you understand the regulatory landscape and can maintain quality in your work.
