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- Tasks: Deliver independent financial planning and build trusted client relationships.
- Company: Join Benchmark, a leading UK financial planning business with a tech-driven approach.
- Benefits: Enjoy a competitive salary, bonuses, and access to cutting-edge technology.
- Why this job: Be part of a values-led team focused on ethical advice and client outcomes.
- Qualifications: Chartered Financial Planner status or close, with strong financial advice experience.
- Other info: Flexible location with travel to Horsham HQ; rapid expansion and growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Location: Flexible (with travel to our Horsham HQ)
Benchmark Capital (part of Schroders) is now looking for a Chartered Financial Planner to join our expanding advice team — someone who’s not just technically excellent, but who brings genuine client focus, a passion for quality advice, and a values-led mindset.
About Benchmark
Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners through our technology-led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey — from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.
We operate offices across the UK, have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.
As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat clients fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.
As part of the Schroders Plc Group, and the Schroders Wealth Division, Benchmark sits within the UK’s largest listed asset manager with over £750bn of assets. Benchmark has the benefit of having a focused business model with clear accountability with the benefits of being part of one of the UK’s largest financial services businesses.
What you’ll do:
- Deliver fully independent, holistic financial planning to a diverse range of private clients
- Build long-term, trusted relationships that put client outcomes at the heart
- Translate complex financial strategies into clear, actionable plans
- Collaborate with internal paraplanners, investment specialists, and support teams to ensure seamless client experiences
- Contribute to Benchmark’s advice proposition and uphold our commitment to ethical, transparent advice
What we’re looking for:
- Chartered Financial Planner status (or very close to achieving it)
- A proven track record of delivering high-quality financial advice
- Deep understanding of pensions, investments, tax planning, and protection
- Excellent communication, empathy, and interpersonal skills
- A commitment to professionalism, integrity, and continuous learning
What we offer:
- A modern, purpose-driven environment backed by a FTSE 100 group
- Supportive, collaborative teams with a focus on doing what’s right
- Access to leading technology and tools — so you can focus on planning, not admin
- A clear advice proposition, robust compliance support, and well-qualified clients
- Competitive salary, performance-related bonus, and full benefits package
If you’re a Chartered Planner looking for a place where your expertise is respected and your clients truly come first, we’d love to hear from you. Apply now or get in touch to learn more.
Chartered Financial Planner employer: Benchmark Capital
Contact Detail:
Benchmark Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Familiarise yourself with Benchmark Capital's unique business model and their commitment to client outcomes. Understanding their approach will help you align your values with theirs during any discussions or interviews.
✨Tip Number 2
Network with current employees or industry professionals who have experience with Benchmark. This can provide you with insider insights and potentially valuable connections that could support your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've delivered high-quality financial advice in the past. Highlighting your proven track record will demonstrate your capability and fit for the role.
✨Tip Number 4
Showcase your commitment to continuous learning and professional development. Mention any recent courses, certifications, or industry events you've attended that relate to financial planning, as this aligns with their values.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Chartered Financial Planner at Benchmark Capital. Tailor your application to highlight how your skills and experiences align with their expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven track record in delivering high-quality financial advice. Include specific examples of how you've built long-term client relationships and translated complex financial strategies into actionable plans.
Showcase Your Qualifications: Clearly state your Chartered Financial Planner status or your progress towards achieving it. Mention any relevant qualifications or continuous learning initiatives that demonstrate your commitment to professionalism and integrity.
Personalise Your Application: Make your application stand out by personalising it. Address the hiring manager by name if possible, and express your genuine interest in Benchmark Capital's values and mission. Show that you are not just looking for any job, but specifically want to contribute to their team.
How to prepare for a job interview at Benchmark Capital
✨Showcase Your Technical Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your technical knowledge during the interview. Be prepared to discuss your experience with pensions, investments, tax planning, and protection in detail, as this will highlight your capability to deliver high-quality financial advice.
✨Emphasise Client-Centric Approach
Benchmark Capital values a genuine client focus, so make sure to share examples of how you've built long-term relationships with clients. Discuss how you prioritise client outcomes and ensure that their needs are at the heart of your financial planning.
✨Communicate Clearly and Effectively
Excellent communication skills are essential for this role. Practice explaining complex financial strategies in simple terms, as this will show your ability to translate intricate concepts into actionable plans for clients. This skill is vital for ensuring seamless client experiences.
✨Demonstrate Your Commitment to Professionalism
Highlight your dedication to continuous learning and ethical practices. Share any relevant certifications or training you've undertaken, and discuss how you stay updated with industry changes. This will resonate well with Benchmark's values of integrity and professionalism.
