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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, on-site amenities, and a dedicated 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 Horsham 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 Horsham
✨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 land that interview, make sure to highlight your technical knowledge and experience. Prepare examples of how you've successfully managed complex client needs and contributed to business growth. This is your chance to shine and show why you're the perfect fit for the role!
✨Be a Mentor
Don’t forget to mention your mentoring experience during interviews. Companies love candidates who can support and develop junior colleagues. Share stories of how you've helped others grow in their careers; it shows leadership and a commitment to the team.
✨Apply Through Our Website
We encourage you to apply directly through our website. It not only streamlines the process but also shows your genuine interest in joining our team. Plus, it gives us a chance to see your application in the best light possible!
We think you need these skills to ace Senior Financial Planner in Horsham
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 don’t miss out on any important updates during the process.
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 financial planning principles.
✨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, which is key for this position.
✨Demonstrate Leadership Skills
Since this role involves mentoring junior planners, be prepared to share examples of how you've supported less experienced advisers in the past. Discuss your approach to leadership and how you can contribute to the growth of the team.
✨Align with Company Values
Research Benchmark Financial Planning and understand their values and culture. Be ready to explain how your personal values align with theirs, especially regarding compliance standards and quality of advice, as these are crucial for maintaining their high reputation.