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Benchmark Capital · 4 weeks ago

Senior Paraplanner

Horsham

Full-time

Onsite

Senior Level

5+ years exp

Benchmark Capital is an award-winning firm of Chartered Financial Planners seeking a highly skilled Senior Paraplanner to deliver high-quality technical support and documentation. The role involves collaborating with financial planners and client support executives to ensure exceptional client service and compliant financial advice.

AdviceImpact InvestingReal Estate Investment

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

Qualification

5 years paraplanning experienceLevel 4 Diploma QualifiedTechnical knowledge of financial productsChartered Financial Planner statusSuitability report compositionMicrosoft Office SuiteMentoring junior paraplannersVerbal communication skillsWritten communication skillsTeam collaboration

Required

Minimum of 5 years' experience in paraplanning, including exposure to complex client cases. Previous paraplanning experience essential

Level 4 – Diploma Qualified (CII) or equivalent essential

Detailed technical knowledge of retail investment, savings, pension and protection products

Excellent knowledge of suitability report content, format and requirements

Significant experience composing suitability letters

Ability to communicate efficiently both verbally and written and to deal with individuals at all levels

Motivated and comfortable working collaboratively across the business, building relationships with internal and external stakeholders

Proficient in Microsoft Office Suite

You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, Enable and Fusion, as well as be fully conversant with our online client portal, Wealth Platform

Aspirational, you will be an individual who embraces change and understands and shares our corporate culture

Strong verbal and written communication skills