Job Description

Financial Paraplanner - Wealth Management

Location:

Horsham

Company:

Benchmark Capital

Employment Type:

Permanent, Full Time

About Benchmark:

Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey - from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.

We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.

As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.

As part of the Schroders Plc Group, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over 750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services

The Opportunity:

We are seeking a detail-oriented, proactive, and customer-centric Financial Paraplanner to join our growing team. Working alongside experienced financial planners, you will play a crucial role in delivering exceptional advice and support to our valued clients.

Key Responsibilities:

Prepare and produce high-quality suitability reports and documentation for client meetings. Conduct thorough research and analysis on financial products, providers, and investment funds. Support Financial Planners in developing strategies tailored to clients' objectives. Assist with cash flow modelling and investment analysis. Maintain up-to-date client records and ensure compliance with regulatory requirements. Liaise with clients to gather necessary information and address queries. Stay abreast of industry developments and regulatory changes.

About You:

Previous advanced experience as a paraplanner within wealth management or financial services. Level 4 Diploma qualified (or working towards). Strong technical knowledge of pensions, investments, and protection products. Exceptional attention to detail and analytical skills. Excellent communication skills - both written and verbal. Organised, reliable, and able to manage multiple tasks with accuracy. Client-focused, with a genuine desire to help people achieve their financial goals. Competent with Office 365 and financial planning software

What We Offer:

Competitive salary and benefits package. Support and funding for further professional development. Collaborative, supportive working environment. Opportunities for career progression within a respected and growing company. Modern office in Horsham with regular shuttle service from Horsham train station
Job Type: Full-time

Pay: 40,000.00-45,000.00 per year

Benefits:

Additional leave Canteen Company pension Employee mentoring programme Financial planning services Flexitime Free parking Gym membership Life insurance On-site gym On-site parking Paid volunteer time Private medical insurance Work from home
Work Location: In person

Application deadline: 01/09/2025
Reference ID: HOR20013