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 Winchester with modern technology 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 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 Winchester 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 Winchester employer: Benchmark Capital Limited
Benchmark Financial Planning is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth. Located in Winchester, our modern office environment is designed to support effective teamwork, while our commitment to mentoring ensures that you can develop your skills alongside experienced colleagues. With a focus on holistic financial planning and a strong emphasis on compliance and quality, we provide a rewarding opportunity for Chartered Financial Planners to make a significant impact on both clients and the business.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Winchester
✨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 experience and successes. Share stories of how you've helped clients achieve their financial goals. This builds trust and shows you know your stuff!
✨Be a Mentor
If you’ve got the experience, offer to mentor junior planners. Not only does this help them grow, but it also positions you as a leader in the field. Plus, it’s a great way to expand your professional network!
✨Apply Through Our Website
Don’t forget to apply for roles directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about joining our team.
We think you need these skills to ace Chartered Financial Planner in Winchester
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 financial planning.
✨Showcase Your Network
Since the job involves maintaining and growing relationships with professional introducers, be prepared to talk about your existing network. Share examples of how you've successfully developed new business through referrals and networking in the past.
✨Demonstrate Leadership Skills
As a senior role, you'll need to show that you can mentor and support junior planners. Think of specific instances where you've guided less experienced advisers and how that contributed to their growth and the team's success.
✨Prepare for Client Scenarios
Expect to lead client meetings and construct tailored financial plans. Prepare for potential scenarios or case studies that might come up during the interview, showcasing your ability to deliver holistic financial planning and maintain compliance standards.
