Financial Planning Assistant
1 month ago
We are seeking a highly skilled Financial Planning Assistant to join our team at Benchmark Capital.
This is a full-time permanent position that requires strong analytical and communication skills, as well as experience in paraplanning.
Key Responsibilities- Champion customer-centric principles and maintain accurate electronic client files for financial planning purposes.
- Collaborate with financial advisers to understand client objectives and work requirements.
- Conduct research, analysis, and data gathering on investments, pensions, and other products, liaising with providers as needed.
- Draft suitability reports using financial planning software tools and source quotes for client files.
- Provide ad hoc support to financial advisers and paraplanners, including non-advice reports and annual review reports.
- Maintain accurate records of case progress, costs, and audit trails using in-house systems.
- Previous paraplanning experience is essential.
- A Level 4 Diploma in Paraplanning (CII) or nearing completion is required.
- Strong understanding of retail investment, savings, pension, and protection products.
- Excellent knowledge of suitability report content, format, and requirements.
- Significant experience in composing suitability letters.
- Ability to communicate confidently and adapt to changing circumstances.
- Highly developed analytical, observational, written, and verbal communication skills.
- Exceptional attention to detail and strong organisational skills.
Benchmark Capital is an award-winning firm that provides innovative solutions in regulatory, platform, and investment services.
We empower high-quality financial advisers with top-tier technology and support services.
Our purpose is to provide excellent outcomes and service for our clients, and we believe that a diverse range of thought, supported by an inclusive culture, enables better decision-making.
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