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Senior Paraplanner
Benchmark Capital. Prepare detailed, compliant suitability reports tailored to individual client needs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in preparing compliant suitability reports and managing complex workloads while ensuring alignment with client objectives. Proficient in financial planning, including investments, pensions, and regulatory compliance, with strong communication and collaboration skills.
Highest-signal resume keywords
Paraplanning ExperienceLevel 4 Diploma In Financial PlanningSuitability Report ProductionFinancial Planning Software ProficiencyStakeholder Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Suitability Report RequirementsCashflow ModellingTechnical ResearchFinancial Product AnalysisRegulatory ComplianceDocumentation ManagementWorkflow ImprovementTechnical Illustration PreparationInvestment AnalysisTax Planning
Soft Skills
Effective CommunicationCollaborationAttention To DetailAdaptabilityRelationship Building
Tools & Technologies
Microsoft OfficeEnableFusionWealth Platform
Certifications & Qualifications
Level 4 Diploma In Financial Planning (CII)
Industry Keywords
FCA GuidanceRetail InvestmentsPensionsSavings ProductsProtection ProductsCompliance StandardsMarket TrendsClient ObjectivesAudit ReadinessContinuous Improvement
About the role
Key responsibilities & impact- Prepare detailed, compliant suitability reports tailored to individual client needs
- Own cases from start to finish, ensuring accuracy and alignment with client objectives
- Manage complex workloads independently and prioritise tasks to meet deadlines
- Collaborate with advisers to understand client goals and develop strategies
- 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 knowledge of legislation, FCA guidance, and market trends
- Respond to client queries and clarify technical details after meetings
- Attend client meetings when required to support advisers and explain recommendations
- Ensure 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
- Where applicable, manage team performance and development
- Promote collaboration and continuous professional development
- 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
Requirements
What you’ll need- 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 cashflow 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
Comp & perks- Based at the Winchester office in the heart of a historic and vibrant cathedral city
- Modern, collaborative working environment
- Access to technology and resources to support productivity, innovation, and professional development
- Excellent transport links and nearby shops, cafés, restaurants, and green spaces