At a Glance
- Tasks: Own financial cases, prepare reports, and collaborate with advisers for client-focused recommendations.
- Company: Benchmark Capital Limited, a leading firm in financial planning.
- Benefits: Competitive salary, mentoring opportunities, and a supportive team environment.
- Other info: Opportunity to mentor junior staff and contribute to process improvements.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Benchmark Capital Limited is seeking a Senior Paraplanner in Winchester to support our Financial Planning team.
You will own cases end-to-end, prepare detailed suitability reports, and collaborate with advisers to craft compliant, client-focused recommendations.
You will analyse investments, pensions and tax planning opportunities, staying current with FCA guidance and regulatory requirements, while mentoring junior staff and contributing to process improvements.
#J-18808-Ljbffr
Senior Paraplanner - Lead Case Strategy & Compliance in Winchester 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.
