We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.
You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.
This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.
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.
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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
Technical Expertise
- 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
Communication and Collaboration
- 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
Systems and Tools
- Proficient in Microsoft Office
- Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform
Personal Attributes
- 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
You’ll be based at our Stratford-upon-Avon office, a well-established regional location that supports close collaboration and excellent client service. Situated in one of the UK’s most historic market towns, the office benefits from a vibrant town centre, excellent amenities, and strong transport links across the Midlands and beyond.
The workspace is modern and well-equipped, providing a professional environment that supports focus, productivity, and teamwork.
We promote a balanced approach to work and foster a culture where colleagues feel supported, connected, and empowered to do their best work.
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 support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.
We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.
Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.
As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.
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.
