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- Tasks: Deliver holistic financial planning and lead client meetings for affluent clients.
- Company: Join Benchmark Financial Planning, a respected firm with a countryside campus.
- Benefits: Enjoy a great working environment with on-site amenities and a shuttle service.
- Other info: Dynamic role with opportunities for business growth and professional development.
- Why this job: Make a real impact by mentoring others and managing complex client needs.
- 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 Senior 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 the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there’s a great working environment for the team. With an on‑site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.
Senior Financial Planner in England employer: Benchmark Capital Limited
Contact Detail:
Benchmark Capital Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner in England
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join professional groups, and don’t be shy about reaching out to your existing contacts. Remember, it’s all about who you know, and building those relationships can lead to fantastic opportunities.
✨Showcase Your Expertise
When you’re in interviews or meetings, make sure to highlight your experience and knowledge in financial planning. Share specific examples of how you've successfully managed complex cases or mentored junior colleagues. This will show potential employers that you’re not just qualified, but also a valuable asset to their team.
✨Be Proactive with Follow-Ups
After any meeting or interview, send a quick follow-up email thanking them for their time and reiterating your interest in the role. This simple gesture can set you apart from other candidates and keep you fresh in their minds as they make their decision.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Benchmark Financial Planning.
We think you need these skills to ace Senior Financial Planner in England
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: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience in business development and how you’ve successfully built relationships with professional introducers.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge across various financial areas, be sure to include specific examples of your expertise in pensions, investments, tax, and estate planning in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Stuff
As a Senior Financial Planner, you need to demonstrate your expertise in financial planning. Brush up on your knowledge of investments, pensions, protection, and tax. Be ready to discuss complex cases you've handled and how you’ve successfully navigated client needs.
✨Showcase Your Network
This role requires strong business development skills. Prepare examples of how you've built and maintained professional relationships. Highlight any successful referrals or networking strategies that have led to new business opportunities.
✨Mentorship Matters
Since mentoring junior colleagues is part of the job, think about your past experiences in this area. Be prepared to share specific instances where you've supported less experienced advisers and how that contributed to their growth and the team's success.
✨Cultural Fit is Key
Understand the company culture at Benchmark Financial Planning. Familiarise yourself with their values and how they operate within the countryside campus environment. Show enthusiasm for being part of a team that values collaboration and high standards.