Senior Paraplanner: Case Ownership & Technical Expert

Benchmark Capital Limited; Horsham; On-site; GBP 32,000 - 43,000; Full time

Job summary

Benchmark Capital Limited is seeking an experienced Paraplanner to support our Financial Planning team from our Winchester office. You will own cases, prepare detailed, compliant reports, and collaborate with Financial Planners and Client Support Executives to deliver client-focused outcomes.

The role offers responsibility, a varied caseload, and opportunities to deepen technical expertise within a structured advisory environment, with mentorship and ongoing development across the team.

Qualifications

• Proven paraplanning experience is essential.
• Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it.
• Typically 1–3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified.

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.
• Mentor and coach junior paraplanners, providing technical guidance.
• 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

Paraplanning experience

Education

Level 4 Diploma in Financial Planning (CII) or equivalent

Tools

Enable

Fusion

Wealth Platform

Microsoft Office

Job description

Benchmark Capital Limited is seeking an experienced Paraplanner to support our Financial Planning team from our Winchester office. You will own cases, prepare detailed, compliant reports, and collaborate with Financial Planners and Client Support Executives to deliver client-focused outcomes.

The role offers responsibility, a varied caseload, and opportunities to deepen technical expertise within a structured advisory environment, with mentorship and ongoing development across the team.