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Financial Reporting Financial Analyst

Senior Paraplanner - Lead Client Reports & Strategy

Job in Horsham, West Sussex, RH12, England, UK
Listing for: Benchmark Capital
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
Job Description & How to Apply Below
A leading financial planning firm is seeking a Senior Paraplanner to deliver exceptional client service and compliant advice. Responsibilities include preparing detailed suitability reports, managing client cases, and collaborating with financial planners. The ideal candidate has over 5 years of paraplanning experience, a Level 4 Diploma, and strong technical knowledge.

This role offers a dynamic environment at the Benchmark Head Office with supportive tools and facilities, promoting a culture of inclusion and continuous development.
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Position Requirements
10+ Years work experience
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