At a Glance
- Tasks: Support Financial Planners by delivering tailored suitability reports and owning client cases.
- Company: Join Benchmark Capital Limited, a leader in financial planning with a collaborative culture.
- Benefits: Enjoy competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement in the financial sector.
- Why this job: Make a real difference in clients' financial journeys while growing your expertise.
- Qualifications: Experience in paraplanning and strong knowledge of FCA guidance required.
The predicted salary is between 40000 - 50000 £ per year.
Benchmark Capital Limited is seeking an experienced Paraplanner to join our Client Services team in Winchester.
The role involves supporting our Financial Planning group, owning cases, and delivering compliant, tailored suitability reports for clients.
You will work with Financial Planners and Client Support Executives, contributing to technical discussions, and maintaining up-to-date knowledge of FCA guidance and market trends in a collaborative environment.
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Senior Paraplanner - Technical Lead in Financial Planning 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.
