At a Glance
- Tasks: Deliver exceptional financial advice and build long-term client relationships.
- Company: Award-winning financial planning firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and a vibrant work environment.
- Other info: Opportunity for career growth in a supportive and innovative environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CII Chartered Financial Planner status and 5 years of experience in financial services.
The predicted salary is between 60000 - 80000 € per year.
As a Chartered Financial Planner at Finura, you will continue to develop your career within a high‑quality, multi‑disciplinary practice. You will work with an established client bank, deliver holistic and compliant financial advice, and provide a consistently strong client experience from initial engagement through to ongoing advice and review. You will be responsible for building long‑term client relationships, delivering high‑quality financial planning, and contributing to the continued growth of the business.
Finura is a chartered, award‑winning financial planning firm serving private clients, families, business owners, and trustees. Founded in 2014, the firm has a clear focus on delivering high‑quality advice and meaningful client outcomes. Finura is part of Benchmark Capital, a leading UK financial planning and investment platform owned by Schroders. Through this partnership, advisers benefit from the scale, infrastructure, and investment capability of a larger group, while retaining the autonomy and client focus of a high‑performing advice firm.
Over the last 11 years, Finura has grown organically and through acquisition to support more than 1,450 client relationships and over £1 billion of client assets. The firm continues to grow, with a clear ambition to double in size over the next five years. Finura is regularly recognised within the profession, including CII Chartered Financial Planning Firm of the Year nominations, multiple appearances in New Model Adviser’s Top 100, and repeated awards as one of Professional Adviser’s Best Financial Advisers to Work For.
What you'll do:
- Deliver an excellent client experience from initial contact through to advice delivery.
- Provide clear, engaging annual reviews to keep clients informed and aligned to their goals.
- Achieve agreed business plans and grow your client portfolio in partnership with the Head of Financial Planning.
- Develop and diversify your client base through a structured self-generation plan, networking, and building professional connections with Finura’s support.
- Grow your business through advocacy, referrals, and internal handovers.
- Provide acquisition clients with a seamless and empathetic experience.
- Build both your personal brand and the Finura brand through marketing and media activity.
- Contribute ideas, support colleagues, and promote a collaborative team environment.
- Work closely with colleagues to maintain strong teamwork and client support.
- Take ownership of your ongoing professional development.
- Collaborate effectively with your Hub to deliver a consistent client experience.
The knowledge, experience and qualifications you need:
- CII Chartered Financial Planner status (or equivalent) with a clear commitment to professional standards.
- Minimum 5 years’ experience in financial services, with a track record in client advice and business growth.
- Strong technical knowledge across core planning areas, including pensions, retirement, investments, protection, and estate or inheritance planning.
- Good understanding of FCA requirements, with the ability to operate within suitability standards and deliver good client outcomes.
- Strong interpersonal skills, able to build trust, manage long‑term relationships, and communicate complex advice clearly.
- High standard of written communication and attention to detail, producing clear, client‑friendly reports.
- Confident using technology to support client delivery, including CRM and digital tools.
- Well organised and self‑directed, able to manage priorities while working effectively within a wider team.
Desirable:
- Evidence of consistent client acquisition through professional connections, networking, and referrals.
- Additional technical specialisms, such as trusts or later life planning, or relevant professional memberships.
- Experience supporting clients through key transitions, including acquisitions, business sale, retirement, or intergenerational planning.
You’ll be based in our City Office, London, working closely with the Financial Planning and Client Account Management teams to deliver an outstanding end‑to‑end client experience. We are a modern, flexible, collaborative team where ambition, warmth, and professionalism go hand‑in‑hand, and where every colleague’s voice can shape the future of advice. Join us to be part of a vibrant, entrepreneurial environment — one built to disrupt the status quo and based on the shared belief that together, we can deliver remarkable experiences and outcomes for our clients and their families, for generations to come.
Chartered Financial Planner employer: Benchmark Capital Limited
Finura is an award-winning chartered financial planning firm located in the heart of London, offering a dynamic and collaborative work environment that fosters professional growth and innovation. As a Chartered Financial Planner, you will benefit from a strong support system, access to a diverse client base, and the opportunity to contribute to the firm's ambitious growth plans while enjoying a culture that values teamwork, autonomy, and meaningful client relationships. With a commitment to excellence and a focus on delivering high-quality advice, Finura provides a rewarding career path for those looking to make a significant impact in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners, attend industry events, and join relevant groups. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! Create content that highlights your knowledge in financial planning. Whether it's a blog post, a video, or a social media update, let potential clients and employers see what you can bring to the table.
✨Tip Number 3
Don’t just apply, engage! When you find a role you love, reach out directly to the hiring manager or team. A personal touch can make you stand out from the crowd and show your genuine interest in the position.
✨Tip Number 4
Keep learning and growing! Stay updated on industry trends and regulations. This not only boosts your confidence but also shows potential employers that you're committed to providing high-quality advice and client experiences.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Show Off Your Skills:Make sure to highlight your CII Chartered Financial Planner status and any relevant experience in financial services. We want to see how your skills align with what we’re looking for, so don’t hold back!
Tailor Your Application:Take a moment to customise your application for the Chartered Financial Planner role. Mention specific experiences that relate to delivering excellent client experiences and building long-term relationships, as these are key for us.
Be Clear and Concise:We love a well-structured application! Keep your writing clear and to the point, especially when discussing your technical knowledge and interpersonal skills. Remember, attention to detail is crucial in our field.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at Finura.
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge across core planning areas like pensions, investments, and estate planning. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Skills
Prepare examples that highlight your ability to build long-term client relationships. Think about times when you’ve delivered exceptional client experiences or navigated complex situations. This will demonstrate your interpersonal skills and commitment to client satisfaction.
✨Be a Team Player
Finura values collaboration, so be ready to talk about how you’ve worked effectively within a team. Share instances where you’ve supported colleagues or contributed to a positive team environment, as this aligns with their culture of teamwork.
✨Have a Growth Mindset
Express your ambition and willingness to grow both personally and professionally. Discuss your plans for ongoing development and how you can contribute to Finura’s goal of doubling in size. This shows you’re not just looking for a job, but a career where you can make an impact.
