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For Companies At a Glance
- Tasks: Deliver independent financial planning and build trusted client relationships.
- Company: Join Benchmark Capital, a leading UK financial planning business under Schroders.
- Benefits: Enjoy competitive salary, bonuses, and access to cutting-edge technology.
- Why this job: Be part of a values-driven team focused on ethical advice and client outcomes.
- Qualifications: Chartered Financial Planner status or close, with strong financial advice experience.
- Other info: Work in a modern environment with supportive teams and clear career progression.
The predicted salary is between 43200 - 72000 £ per year.
We are now looking for a Chartered Financial Planner to join our expanding advice team in Chester, someone who’s not just technically excellent, but who brings genuine client focus, a passion for quality advice, and a values-led mindset.
About Benchmark
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 through our technology-led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey – from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.
We operate offices across the UK, have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.
As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat clients fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.
As part of the Schroders Plc Group, and the Schroders Wealth Division, Benchmark sits within the UK’s largest listed asset manager with over £750bn of assets. Benchmark has the benefit of having a focused business model with clear accountability with the benefits of being part of one of the UK’s largest financial services businesses.
What you’ll do:
- Deliver fully independent, holistic financial planning to a diverse range of private clients
- Build long-term, trusted relationships that put client outcomes at the heart
- Translate complex financial strategies into clear, actionable plans
- Collaborate with internal paraplanners, investment specialists, and support teams to ensure seamless client experiences
- Contribute to Benchmark’s advice proposition and uphold our commitment to ethical, transparent advice
What we’re looking for:
- Chartered Financial Planner status (or very close to achieving it)
- A proven track record of delivering high-quality financial advice
- Deep understanding of pensions, investments, tax planning, and protection
- Excellent communication, empathy, and interpersonal skills
- A commitment to professionalism, integrity, and continuous learning
What we offer:
- A modern, purpose-driven environment backed by a FTSE 100 group
- Supportive, collaborative teams with a focus on doing what’s right
- Access to leading technology and tools — so you can focus on planning, not admin
- A clear advice proposition, robust compliance support, and well-qualified clients
- Competitive salary, performance-related bonus, and full benefits package
If you are a Chartered Planner looking for a place where your expertise is respected and your clients truly come first, we would love to hear from you.
Locations
Chartered Financial Planner employer: Benchmark Capital
Contact Detail:
Benchmark Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Research Benchmark Capital thoroughly. Understand their unique business model and how they support financial planners. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Network with current or former employees of Benchmark Capital on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Prepare to discuss your approach to client relationships. Since the role emphasises building long-term, trusted relationships, think of examples from your past experiences that showcase your client focus and ability to deliver high-quality advice.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning, especially regarding pensions, investments, and tax planning. Being well-versed in these areas will not only boost your confidence but also show your commitment to continuous learning, which is highly valued by Benchmark.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Chartered Financial Planner at Benchmark Capital. Tailor your application to highlight how your skills and experiences align with their needs.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven track record in delivering high-quality financial advice. Include specific examples of how you've built long-term client relationships and translated complex financial strategies into actionable plans.
Showcase Your Qualifications: Clearly state your Chartered Financial Planner status or your progress towards achieving it. Mention any relevant qualifications or continuous learning initiatives that demonstrate your commitment to professionalism and integrity.
Personalise Your Application: Make your application stand out by personalising it. Address the hiring manager by name if possible, and express your genuine interest in Benchmark Capital's values and mission. Show that you are not just looking for any job, but specifically want to contribute to their team.
How to prepare for a job interview at Benchmark Capital
✨Showcase Your Client-Centric Approach
As a Chartered Financial Planner, it's crucial to demonstrate your commitment to client outcomes. Prepare examples of how you've built long-term relationships and prioritised client needs in your previous roles.
✨Be Ready to Discuss Complex Strategies
You’ll need to translate complex financial strategies into clear plans. Brush up on your knowledge of pensions, investments, tax planning, and protection, and be prepared to explain these concepts simply during the interview.
✨Highlight Your Collaborative Skills
Benchmark values teamwork, so be ready to discuss how you’ve collaborated with paraplanners and investment specialists in the past. Share specific instances where teamwork led to successful client outcomes.
✨Emphasise Your Commitment to Professionalism
Integrity and continuous learning are key traits for this role. Be prepared to talk about how you stay updated with industry changes and how you uphold ethical standards in your financial advice.
