Senior Paraplanner: Lead Case Prep & Technical Research

Benchmark Capital Limited; Horsham; On-site; GBP 40,000 - 60,000; Full time

Job summary

An award-winning financial planning firm near Horsham is seeking a highly skilled Senior Paraplanner to deliver exceptional client service and compliant advice. The role entails preparing detailed reports, owning cases from start to finish, and collaborating with financial planners. Candidates must have a minimum of 5 years’ paraplanning experience, a Level 4 qualification, and strong technical knowledge of financial products. The firm offers a high-standard working environment with various on-site amenities and a supportive culture.

Benefits

On-site restaurant

Coffee shop

Gym

Dedicated shuttle bus service

Qualifications

• Minimum of 5 years' experience in paraplanning with complex case exposure.
• History of composing suitability letters and reports.
• Ability to communicate effectively with stakeholders.

Responsibilities

• Prepare detailed suitability reports tailored to client needs.
• Manage cases independently from start to finish.
• Collaborate closely with advisers to develop strategies.

Skills

Paraplanning experience

Level 4 – Diploma Qualified (CII)

Excellent communication skills

Detailed knowledge of investment and pension products

Proficient in Microsoft Office Suite

Education

Level 4 – Diploma Qualified (CII)

Working towards Chartered Financial Planner status (Level 6)

Tools

Financial planning software

Microsoft Office Suite

Job description

An award-winning financial planning firm near Horsham is seeking a highly skilled Senior Paraplanner to deliver exceptional client service and compliant advice. The role entails preparing detailed reports, owning cases from start to finish, and collaborating with financial planners. Candidates must have a minimum of 5 years’ paraplanning experience, a Level 4 qualification, and strong technical knowledge of financial products. The firm offers a high-standard working environment with various on-site amenities and a supportive culture.