Paraplanner

Benchmark Capital Limited

Kingsfold

On-site

GBP 28,000 - 38,000

Full time

14 days+

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Job summary

Benchmark Capital Limited is seeking an experienced Paraplanner to support our Financial Planning team from our Winchester office. You will take ownership of cases, provide technical insight, and ensure compliant, client-focused recommendations.

Responsibilities include producing detailed suitability reports, collaborating with advisers, and staying updated on FCA guidance and market trends. A strong paraplanning background and Level 4 Diploma (or progress) are essential.

Qualifications

Proven paraplanning experience is essential.
Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it.
Strong knowledge of retail investments, pensions, and protection products.

Responsibilities

Prepare detailed, compliant suitability reports tailored to 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.

Skills

Paraplanning experience

Financial planning knowledge

Attention to detail

Communication

Microsoft Office

Client collaboration

Education

Level 4 Diploma in Financial Planning (CII) or equivalent

Tools

Enable

Fusion

Wealth Platform

Job description

Paraplanner

Department: Client Services

Employment Type: Full Time

Location: Horsham

Reporting To: Catherine Wilson

Description

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.

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