We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.
Department: Client Services
Location: Shrewsbury
Key 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.
Skills, Knowledge and Expertise
* Proven paraplanning experience is essential.
* Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it.
* Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified.
* Strong knowledge of retail investments, pensions, savings, and protection products.
* Solid understanding of suitability report requirements, structure, and regulatory expectations.
* Experience producing suitability reports, completing cash‑flow modelling, and conducting technical research.
* Clear and effective written and verbal communication skills.
* Confident dealing with stakeholders at all levels.
* Collaborative approach, with the ability to build relationships across internal teams and external partners.
* Proficient in Microsoft Office.
* Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform.
* Well organised, with strong attention to detail.
* Able to manage workload and prioritise effectively.
* Positive and adaptable, with a mindset open to change.
* Aligned to company values and culture, with a focus on continuous improvement.
Benefits and Work Environment
You’ll be based at our Shrewsbury office, a well‑established regional location that supports close collaboration and consistent client delivery. The workspace is modern and well equipped, providing a professional setting that supports focus, efficiency, and teamwork.
Equal Opportunities Statement
Benchmark is an equal opportunities employer. You are 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.
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