At a Glance
- Tasks: Own client cases, prepare reports, and collaborate with advisers on strategies.
- Company: Benchmark Capital, a leading financial planning firm in Winchester.
- Benefits: Professional development, supportive environment, and real responsibility.
- Other info: Join a collaborative team focused on excellence and growth.
- Why this job: Make a difference in clients' lives while growing your career in finance.
- Qualifications: Experience in paraplanning and knowledge of FCA requirements.
The predicted salary is between 41850 - 51150 £ per year.
Benchmark Capital in Winchester seeks an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice for clients.
You will own cases, prepare compliant reports, and work closely with advisers to develop strategies while staying up to date with FCA requirements and market trends.
The role offers real responsibility, professional development, and a collaborative, supportive environment for growth and excellence.
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Paraplanner: Case Ownership & Technical Lead in Horsham employer: Benchmark Capital
Benchmark Capital is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the wealth management sector. Located in Horsham, England, employees benefit from a supportive environment that prioritises professional growth and development, alongside competitive remuneration and unique networking opportunities within the UK market. Join us to make a meaningful impact while advancing your career in a forward-thinking company committed to excellence.
