Job Description

Description

We are looking for a highly skilled and experienced

Senior Paraplanner

to join our successful and award-winning firm of Chartered Financial Planners. This role is pivotal in delivering high-quality technical support, research and documentation to ensure we're able to provide exceptional client service and compliant financial advice.

You will work as part of a cross functional team ("Pod") made up of Financial Planners, Client Support Executives and other Paraplanners to deliver outstanding client experience, drive efficiency and collaboration, whilst adopting a continuous learning mindset.

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

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

Working towards Chartered Financial Planner status (Level 6)

or equivalent desirable 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

The base

You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.



We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.

About Benchmark Capital

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 businesses.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That's why inclusion and diversity are strategic priorities for us. We're proud to be an equal opportunities employer. You're welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We're building a workplace where everyone feels respected, valued, and empowered to thrive.