At a Glance
- Tasks: Prepare tailored financial reports and manage client cases from start to finish.
- Company: Join a dynamic financial planning team at Benchmark in Shrewsbury.
- Benefits: Enjoy a modern workspace, competitive salary, and opportunities for professional growth.
- Other info: Collaborative culture with a focus on continuous improvement and equal opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Proven paraplanning experience and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.
Department: Client Services
Location: Shrewsbury
Key Responsibilities
- 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.
- 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.
- 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.
- Respond to client queries and clarify technical details post‑meeting.
- Attend client meetings when required to support advisers and explain recommendations.
- 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.
- Update templates and tools in line with regulatory or product changes.
- Suggest workflow improvements to enhance efficiency and consistency.
- 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.
- 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.
- 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 cash‑flow modelling, and conducting technical research.
- 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.
- Proficient in Microsoft Office.
- Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform.
- 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.
Benefits and Work Environment
You’ll be based at our Shrewsbury office, a well‑established regional location that supports close collaboration and consistent client delivery. The workspace is modern and well equipped, providing a professional setting that supports focus, efficiency, and teamwork.
Equal Opportunities Statement
Benchmark is an equal opportunities employer. You are welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio‑economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
Paraplanner in Shrewsbury employer: Benchmark Capital
At Benchmark, we pride ourselves on being an excellent employer, offering a supportive and collaborative work environment in our modern Shrewsbury office. Our commitment to employee growth is evident through mentoring opportunities and continuous professional development, ensuring that our team members thrive while delivering high-quality financial advice. With a focus on equality and respect, we foster a culture where every individual is valued and empowered to contribute meaningfully.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Shrewsbury
✨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
Prepare for interviews by brushing up on your technical knowledge and understanding of suitability reports. Be ready to discuss how you’ve managed complex workloads and contributed to team success in previous roles.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best work, including examples of suitability reports and any technical illustrations you've prepared. This will help you stand out and demonstrate your expertise to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented Paraplanners, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Paraplanner in Shrewsbury
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your paraplanning experience and how it aligns with our needs. We want to see how your skills can help us deliver top-notch financial advice!
Showcase Your Skills:Don’t just list your qualifications; demonstrate them! Use specific examples of how you've prepared suitability reports or managed complex workloads. This helps us see you in action and understand your approach.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your communication reflects that. Remember, we’re looking for effective communicators!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Benchmark Capital
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, pensions, and tax planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also contribute to technical discussions.
✨Tailor Your Examples
Prepare specific examples from your past experience that demonstrate your ability to manage complex workloads and produce detailed suitability reports. Relate these examples to the key responsibilities mentioned in the job description to make a strong impression.
✨Show Your Collaborative Spirit
Since the role involves working closely with advisers and other teams, be ready to discuss how you've successfully collaborated in the past. Highlight any mentoring or coaching experiences you've had, as this aligns well with the company's focus on teamwork and development.
✨Stay Updated
Familiarise yourself with the latest FCA guidance and market trends. Showing that you keep up-to-date with industry changes will demonstrate your commitment to compliance and continuous improvement, which is crucial for this role.
