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 59400 - 72600 £ per year.
Financial Planner
Department
Advice - Employed
Employment Type
Full Time
Location
Brighton
Reporting To
- Calum Borthwick
- Description
- 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.
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Financial Planner in Brighton employer: Benchmark Capital Limited
As a PMO Finance Analyst at our Horsham location, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a commitment to continuous improvement, ensuring that you can develop your skills while making a meaningful impact on strategic investment decisions. Join us to be part of a team that not only values your financial expertise but also fosters an environment where your insights drive real change.
