At a Glance
- Tasks: Deliver holistic financial planning and lead client meetings for affluent clients.
- Company: Join Benchmark Financial Planning, a leader in financial advice.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Dynamic office in Brighton with modern tech and strong team support.
- Why this job: Make a real impact on clients' financial futures while mentoring the next generation.
- Qualifications: Chartered Financial Planner status and 5+ years of advisory experience required.
The predicted salary is between 60000 - 80000 £ per year.
We are seeking a Chartered Financial Planner to join Benchmark Financial Planning. This role suits an experienced adviser with a strong track record of acquiring and retaining clients, an established professional network, and the credibility to handle complex client needs. You will manage a portfolio of affluent clients, lead sophisticated planning cases, support business growth, and mentor junior colleagues. This is a senior role with real influence on clients, people, and the wider business.
What you'll do:
- Deliver holistic financial planning across investments, pensions, protection, and tax.
- Lead client meetings, fact finds, and the construction of tailored financial plans.
- Maintain and grow relationships with professional introducers.
- Develop new business through referrals and networking.
- Act as a technical reference point for complex cases.
- Mentor and support junior planners and paraplanners.
- Maintain strong compliance standards and quality of advice.
- Contribute to business growth and operational improvement.
The knowledge, experience and qualifications you need:
- Chartered Financial Planner status (CII or equivalent).
- Minimum 5 years’ regulated advisory experience, typically 10+ at this level.
- Evidence of successful business development through professional networks.
- Strong technical knowledge across pensions, investments, tax, and estate planning.
- Confidence dealing with high‑net‑worth clients.
- Experience mentoring or supporting less experienced advisers.
- Strong working knowledge of financial planning systems and tools.
The base:
You’ll be based at our Brighton office, providing a strong local base while working closely with colleagues and advisers across the wider business, including interaction with our head office in Horsham. Our offices are set up to support effective, collaborative working, with modern technology, well‑equipped meeting spaces and a professional environment that enables teams to operate at pace while staying connected.
Chartered Financial Planner in Brighton employer: Benchmark Capital Limited
Benchmark Financial Planning is an exceptional employer, offering a dynamic work environment in Brighton that fosters collaboration and professional growth. With a strong emphasis on mentoring and supporting junior colleagues, employees benefit from a culture of continuous development while managing a portfolio of affluent clients. The modern office setup, combined with the opportunity to influence business growth and client relationships, makes this role both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Brighton
✨Network Like a Pro
Get out there and connect with other professionals in the financial planning world. Attend industry events, join local networking groups, and don’t be shy about reaching out to your existing contacts. Remember, referrals can be gold dust!
✨Showcase Your Expertise
When you’re meeting potential clients or colleagues, make sure to highlight your Chartered Financial Planner status and your experience. Share success stories that demonstrate your ability to handle complex cases and build strong client relationships.
✨Be a Mentor
If you’ve got the experience, offer to mentor junior planners or paraplanners. Not only does this help others, but it also showcases your leadership skills and commitment to the profession, making you more attractive to potential employers.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through our site not only shows your interest but also gives you a chance to stand out from the crowd. We’re always on the lookout for talented individuals like you!
We think you need these skills to ace Chartered Financial Planner in Brighton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Chartered Financial Planner status and any relevant achievements that showcase your ability to manage affluent clients.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully developed business through networking and mentoring, as these are key aspects of the position.
Showcase Your Technical Knowledge:Since this role requires strong technical knowledge across various financial areas, be sure to mention your expertise in pensions, investments, tax, and estate planning. This will help us see your capability to handle complex client needs.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Benchmark Financial Planning.
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge across pensions, investments, tax, and estate planning. Be ready to discuss complex cases and demonstrate your expertise, as this role requires a strong grasp of these areas.
✨Showcase Your Network
Highlight your professional network during the interview. Talk about how you've successfully developed business through referrals and connections. This will show that you can maintain and grow relationships with professional introducers.
✨Prepare for Client Scenarios
Think of specific examples where you've led client meetings or constructed tailored financial plans. Be prepared to walk the interviewer through your thought process and how you handle high-net-worth clients' needs.
✨Mentorship Matters
Since mentoring junior colleagues is part of the role, be ready to discuss your experience in supporting less experienced advisers. Share examples of how you've helped others grow and how you approach mentorship.
