Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver tailored financial planning and mentor junior colleagues while shaping business growth.
- Company: Benchmark Capital, a vibrant and inclusive financial planning firm in Birmingham.
- Benefits: Competitive salary, supportive work environment, and opportunities for professional development.
- Why this job: Make a real impact on clients' lives while advancing your leadership skills.
- Qualifications: Chartered Financial Planner with 5-10 years of advisory experience and strong interpersonal skills.
- Other info: Join a dynamic team in a modern office that values work-life balance and diversity.
The predicted salary is between 36000 - 60000 £ per year.
bDescription
bWe are seeking an experienced
bDepartment: Advice – Employed
bLocation: Birmingham
What you’ll do
You should have strong technical knowledge and hands‑on experience across all aspects of financial planning, including tax‑efficient investment strategies, pensions and retirement planning, protection, and estate planning.
Experience advising a range of clients including individuals and their families, entrepreneurial business owners, corporates, charities, specialist professions, and managing relationships with professional intermediaries is highly desirable.
- Specialist expertise in Pensions, Trusts, and/or Long‑Term Care, as well as professional accreditations such as STEP, SOLLA, or Resolution, would be advantageous.
- Comfortable conducting annual client reviews electronically and in person
- Excellent communication and high literacy standards
- Commitment to ongoing professional development (ideally Chartered, or within a year of achieving Chartered status)
- Thorough understanding of Compliance, Legal, Statutory, and Regulatory requirements relevant to the field
- Proficiency with digital client meeting tools (e.g., Microsoft Teams) and experience using Microsoft 365, CRM, and compliance systems.
The knowledge, experience and qualifications you need
- Current employment as a Financial Planner, ideally Chartered, and a minimum of three years\’ experience within a Financial Advisory Practice (independent or restricted)
- Skills to analyse clients\’ financial needs and goals, develop lifetime planning strategies, and proactive provision of ongoing advice service for our clients
- Technical knowledge and experience to provide high‑quality advice across financial planning aspects
- Experience working with varied clientele including individuals and their families, entrepreneurs, corporations, charities, specialist professions and intermediaries
- Accreditation accoutrements like specialisations in Pensions, Trusts and/or Long‑Term Care and memberships of professional bodies
- Comfort using digital client meeting tools, along with solid systems experience with Microsoft 365, CRM, and compliance systems.
The base
We have offices across the UK including Birmingham, Shrewsbury and Stratford. You would be based at one of these offices and work with clients across the surrounding area.
Our West Midlands offices are easily accessible for colleagues across the region. It has strong transport links and is close to shops, cafés and other local amenities.
Inside, you will find a modern, well‑equipped workspace that supports both collaboration and focused work. The team culture is supportive and provides a practical base for colleagues commuting from Birmingham and the wider area. We promote a healthy work‑life balance and aim to maintain an inclusive working environment for everyone.
We’re looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio‑economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
#J-18808-Ljbffr
Financial Planner employer: Benchmark Capital
Contact Detail:
Benchmark Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨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 potential mentors. Building relationships can lead to referrals and job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you’re in interviews or networking situations, make sure to highlight your technical skills and experience. Share specific examples of how you’ve helped clients achieve their financial goals. This will help you stand out as a knowledgeable and trustworthy candidate.
✨Be a Lifelong Learner
Stay updated on the latest trends and regulations in financial planning. This not only boosts your confidence but also shows potential employers that you’re committed to your professional development. Plus, it gives you great talking points during interviews!
✨Apply Through Our Website
Don’t forget to apply for the Financial Planner role directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your Chartered status and relevant experience, especially in client acquisition and retention. We want to see how you’ve made a difference in your previous roles!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your skills align with our needs. Don’t forget to mention your mentoring experience and how you can contribute to our team.
Showcase Your Technical Expertise: We’re looking for someone with strong technical knowledge in pensions, investments, and tax planning. Make sure to include specific examples of how you’ve applied this expertise in your past roles to solve complex client issues.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at Benchmark Capital
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. Being a Chartered Financial Planner means you should be able to discuss complex cases confidently, so prepare some examples of your past work that showcase your expertise.
✨Showcase Your Network
Since client acquisition and retention are key, think about how you can demonstrate your networking skills. Bring up specific connections you've made with solicitors or accountants that have led to successful referrals. This will show your potential employer that you can leverage relationships for business development.
✨Prepare for Client Meetings
Practice leading client meetings by simulating fact-finding sessions. Think about how you would tailor financial plans to individual needs and objectives. This will not only help you feel more confident but also demonstrate your ability to deliver personalised advice during the interview.
✨Emphasise Mentorship Skills
As this role involves mentoring junior colleagues, be ready to discuss your experience in supporting others. Share specific examples of how you've helped develop less experienced planners or paraplanners, and what strategies you used to foster their growth.
