Job Title: Paraplanner
Location: Londonderry, Northern Ireland
About Benchmark
Benchmark is an award-winning firm offering innovative solutions in regulatory, platform, and investment services, designed to assist advisers at every stage of their journey— from launching and managing a financial advice business more effectively to accelerating growth and achieving its full value. We empower high-quality financial advisers with our top-tier technology and support services. Additionally, our own Financial Advice business aids families in finding solutions that address their needs and aspirations, providing peace of mind. We are committed to ensuring positive client outcomes, placing the client’s interests at the core of decision-making. Our Treating Customers Fairly principles are deeply ingrained in our culture, as we take our responsibility to care for all clients, including those who may be more vulnerable, seriously.
Who We’re Looking For
We are seeking a Paraplanner to join our team on a full-time permanent basis. The Paraplanning function is technical and supports advisers in various financial areas, including pensions, tax, and investment management. While you will not provide financial advice directly, you will be responsible for producing letters, reports, and supporting documentation for consideration. This role involves undertaking technical analytical work, such as cash-flow forecasting and investment analysis.
Key Responsibilities
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