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For Companies At a Glance
- Tasks: Support advisers by preparing detailed financial reports and conducting research.
- Company: Join Benchmark Capital, a top financial planning firm backed by Schroders Group.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a team that values client outcomes and regulatory excellence.
- Qualifications: Must have Level 4 Diploma and proven paraplanning experience.
- Other info: Ideal for those passionate about finance and helping clients achieve their goals.
The predicted salary is between 36000 - 60000 £ per year.
Benchmark Capital is a leading financial planning business supporting over 1,000 financial planners with award-winning, technology-led solutions. As part of the Schroders Group, we offer the stability and scale of one of the UK’s largest asset managers while fostering an agile, innovative environment. Our focus is on helping clients realise their aspirations and achieve peace of mind, underpinned by dedication to good client outcomes and regulatory excellence.
The primary purpose of this role is to support advisers in delivering a high-quality financial planning service. You will be responsible for conducting research, preparing detailed suitability reports, and providing technical expertise across a broad range of financial planning products. As a key member of the team, you will ensure all advice and client outcomes meet both regulatory and internal standards.
Responsibilities
- Prepare detailed, compliant suitability reports across advice areas such as investments, pensions, protection, and savings.
- Conduct data gathering and technical research for adviser recommendations in line with the advice and compliance process.
- Communicate regularly with advisers to discuss client needs, identify planning opportunities, and proactively support recommendations.
- Where appropriate, attend client meetings to support advisers and provide post-meeting technical follow-up.
- Maintain high standards of compliance and accurate CPD records in line with company and CII/PFS requirements.
- Manage and prioritise workloads, coordinating with the Adviser and Client Support teams.
- Build and maintain relationships with product providers and offer technical guidance to internal teams.
- Collaborate closely with client support colleagues to ensure best-in-class service delivery.
Experience
- Proven paraplanning experience within financial planning or advice firms.
- Level 4 Diploma Qualified (CII/PFS) or equivalent.
- Detailed technical knowledge of investment, pension, savings, and protection products.
- Proficient in Microsoft Office Suite (Word, Excel, Teams, and Outlook).
- Experience using Client Management Systems, cashflow modelling tools, and FE Analytics.
- Strong written and verbal communication skills with a high standard of literacy.
- Demonstrated ability to handle complex planning cases and work both independently and in teams.
- Experience dealing with safeguarded pension transfers is desirable.
Paraplanner employer: Benchmark Capital
Contact Detail:
Benchmark Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 2
Network with current paraplanners or financial advisers to gain insights into the role and the company culture at Benchmark Capital. This can provide you with valuable information that may set you apart during the selection process.
✨Tip Number 3
Brush up on your technical knowledge of investment, pension, savings, and protection products. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Tip Number 4
Prepare to discuss specific examples of how you've handled complex planning cases in the past. This will highlight your problem-solving skills and ability to work under pressure, which are crucial for a paraplanner.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as the Level 4 Diploma. Use specific examples that demonstrate your technical knowledge of investment, pension, savings, and protection products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Benchmark Capital's mission and values. Explain how your skills and experiences align with the role and how you can contribute to delivering high-quality financial planning services.
Highlight Compliance Knowledge: Since compliance is crucial in this role, emphasise your experience in maintaining high standards of compliance and your familiarity with regulatory requirements. Mention any relevant CPD records or training you've completed.
Showcase Communication Skills: Demonstrate your strong written and verbal communication skills in your application. Provide examples of how you've effectively communicated with advisers and clients, and how you've supported recommendations in previous roles.
How to prepare for a job interview at Benchmark Capital
✨Showcase Your Technical Knowledge
As a paraplanner, you'll need to demonstrate your understanding of investment, pension, savings, and protection products. Be prepared to discuss specific examples from your experience where you've applied this knowledge to support advisers.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, expect questions about regulatory standards and how you ensure adherence in your work. Familiarise yourself with relevant regulations and be ready to explain how you maintain high compliance standards.
✨Highlight Your Communication Skills
Strong written and verbal communication skills are crucial for this position. Prepare to discuss how you've effectively communicated complex information to advisers and clients in the past, and consider bringing examples of reports or presentations you've created.
✨Demonstrate Your Teamwork Ability
Collaboration is key in this role, so be ready to share experiences where you've worked closely with advisers and client support teams. Highlight how you manage workloads and coordinate with others to deliver excellent service.
