Paraplanner

Paraplanner

We are looking for a paraplanner to join our successful and award-winning firm of Chartered Financial Planners and to support the business and our Financial Planners in the delivery our service proposition to clients.

What you'll do

• Partnering with Advisors: Build strong relationships with our advisors, keeping communication open and proactive to ensure client needs and objectives are always met.
• Diving into the Details: Use your analytical mindset to conduct in-depth technical research and data analysis, preparing tailored illustrations and insights that empower our clients.
• Being a Client Champion: Reach out to clients after meetings, providing clear answers to technical queries and making sure they feel supported every step of the way.
• Spotting Opportunities: Proactively identify and suggest investment and tax-saving solutions that can really make a difference to our clients financial futures.
• Upholding Standards: Take pride in your work by consistently meeting compliance requirements, ensuring we re always delivering advice and service to the highest standard.
• Staying Ahead of the Curve: Keep our paraplanning report templates up to date with the latest product and legislative changes, ensuring all documentation reflects current best practice.
• Investing in Yourself: Stay current with industry knowledge through ongoing CPD and meet FCA, CII, and company standards we ll support you every step of the way.
• Owning Your Work: Effectively prioritise and manage your caseloads, taking full ownership from the initial brief through to successful completion.

The knowledge, experience and qualifications you need

• Proven Expertise: You bring previous paraplanning experience and are Level 4 Diploma (CII) qualified or hold an equivalent qualification.
• Technical Know-How: You have in-depth knowledge of retail investment, savings, pension, and protection products, as well as a strong grasp of suitability report content and requirements.
• Written Communication Star: You re skilled at composing clear, well-structured suitability reports and letters, ensuring clients always receive accurate and relevant recommendations.
• Effective Communicator: You re comfortable communicating with a wide range of people, both verbally and in writing, and know how to build great working relationships at all levels.
• Collaborative & Motivated: You thrive in a team environment and enjoy building strong connections with both colleagues and clients across the business.
• Tech-Savvy: You re confident using Microsoft Office and adaptable when it comes to learning new platforms. You ll quickly get up to speed with our internal systems (Enable, Fusion - Wealth Platforms)
• Embraces Growth & Change: You re ambitious, open to new ideas, and eager to grow your skills ready to support and reflect our dynamic corporate culture.
• Attention to Detail: Your analytical mindset and focus on quality ensure you consistently deliver high standards in everything you do.

The Base

You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. 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.