At a Glance
- Tasks: Support our Financial Planning team by preparing detailed suitability reports and managing client cases.
- Company: Join a forward-thinking financial services firm with a focus on collaboration and client success.
- Benefits: Enjoy a supportive work environment, professional development opportunities, and a modern office in Winchester.
- Other info: Be part of an inclusive workplace that values diversity and promotes continuous improvement.
- Why this job: Take ownership of client cases and deepen your technical expertise in a dynamic financial planning setting.
- Qualifications: Proven paraplanning experience and a Level 4 Diploma in Financial Planning or equivalent.
The predicted salary is between 35000 - 45000 € per year.
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes. You will work within a cross‑functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client‑focused. This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well‑structured advice environment.
Department & Location
- Department: Client Services
- Location: Winchester
Key Responsibilities
- Case Ownership
- 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.
- Adviser Collaboration
- 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.
- Technical Expertise
- 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.
- Client Interaction
- Respond to client queries and clarify technical details post‑meeting.
- Attend client meetings when required to support advisers and explain recommendations.
- Compliance & Quality
- 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.
- Process & Template Management
- Update templates and tools in line with regulatory or product changes.
- Suggest workflow improvements to enhance efficiency and consistency.
- Leadership & Development
- 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.
- Additional Responsibilities
- 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.
Technical Expertise
- 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 cashflow modelling, and conducting technical research.
Communication and Collaboration
- 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.
Systems and Tools
- Proficient in Microsoft Office.
- Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform.
Personal Attributes
- 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.
Base and Working Environment
You’ll be based at our Winchester office, a well‑positioned regional location that supports close collaboration and high‑quality client delivery. The workspace is modern and fully equipped to support your day‑to‑day work, providing a professional and comfortable setting that enables focus and efficiency. We support a balanced approach to work and foster a culture where colleagues feel supported, connected, and able to perform at their best.
Equal Opportunities
We’re proud to be an equal opportunities employer. You’re 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 Winchester employer: Benchmark Capital
At Benchmark, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture in our modern Winchester office. As a Paraplanner, you'll enjoy meaningful responsibilities, opportunities for professional growth, and the chance to mentor junior team members, all while working in an environment that values diversity and promotes a balanced approach to work.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Winchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss recent changes in legislation or market trends confidently. We want to show potential employers that we’re not just qualified, but also passionate about staying ahead in the game.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. We can help each other out by sharing feedback and tips to ensure we’re presenting our best selves when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing familiar faces from our community, so let’s make it happen!
We think you need these skills to ace Paraplanner in Winchester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that align with the job description, especially your technical expertise and case ownership abilities.
Showcase Your Technical Skills:Since this role requires strong knowledge of financial products and compliance, don’t shy away from detailing your experience in producing suitability reports and conducting technical research. We want to see your expertise shine through!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language and structure your information logically. This will help us quickly understand your qualifications and fit for the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Benchmark Capital
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial products, pensions, and tax planning. Being able to discuss these topics confidently will show that you're not just a paraplanner but a knowledgeable partner for the Financial Planning team.
✨Showcase Your Case Ownership Skills
Prepare examples of how you've taken ownership of cases in the past. Be ready to discuss how you ensured accuracy and compliance while aligning with client objectives. This will demonstrate your ability to manage complex workloads independently.
✨Collaboration is Key
Think about times when you've worked closely with advisers or other team members. Highlight your communication skills and how you proactively gathered information to support client goals. This will show that you're a team player who values collaboration.
✨Stay Updated and Adaptable
Familiarise yourself with the latest FCA guidance and market trends. Be prepared to discuss how you keep your knowledge current and how you adapt to changes in regulations or product offerings. This will reflect your commitment to continuous improvement and professional development.
