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- Tasks: Deliver holistic financial planning and lead client meetings to create tailored financial strategies.
- Company: Join Benchmark Financial Planning, a leader in inclusive and diverse financial services.
- Benefits: Enjoy a competitive salary, on-site amenities, and a supportive work environment.
- Other info: Work in a dynamic office with cutting-edge technology and excellent career growth opportunities.
- Why this job: Make a real impact by mentoring others and developing strong client relationships.
- Qualifications: Chartered Financial Planner with 5+ years of advisory experience and strong networking skills.
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.
Department: Advice - Employed
Location: Horsham
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.
Knowledge, experience, and qualifications:
- 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.
Base and benefits:
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. Our campus has cutting‑edge software and hardware, on‑site restaurant, coffee shop and gym, and we provide a dedicated shuttle bus to and from Horsham’s main line train station.
Inclusion and diversity:
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.
Senior Financial Planner in Horsham employer: Benchmark Capital
Contact Detail:
Benchmark Capital 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 building those relationships that can lead to referrals and new opportunities.
✨Showcase Your Expertise
When you’re in interviews or meetings, make sure to highlight your technical knowledge and experience. Share specific examples of how you’ve successfully handled complex cases or mentored junior planners. 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 Horsham
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your Chartered Financial Planner status and any relevant experience you have. We want to see how your background aligns with the role, so don’t hold back on showcasing your achievements in client acquisition and retention!
Tailor Your Application: Take a moment to customise your application for this specific role. Mention how your skills in holistic financial planning and mentoring junior planners can contribute to our team at Benchmark. We love seeing applicants who take the time to connect their experience with what we’re looking for.
Be Professional Yet Personable: While we appreciate professionalism, we also value personality! Let your unique voice shine through in your application. Share a bit about your approach to building relationships with clients and professional introducers – it’s all about making that connection!
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 the role. Plus, it shows you’re keen on joining our team at Benchmark!
How to prepare for a job interview at Benchmark Capital
✨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 developing new business through referrals and networking, come prepared with examples of how you've successfully built and maintained professional relationships in the past. Highlight any connections that could be beneficial for the company.
✨Demonstrate Leadership Skills
As a Senior Financial Planner, you'll be expected to mentor junior planners. Share specific instances where you've supported or guided less experienced advisers, showcasing your ability to lead and develop talent within the team.
✨Emphasise Compliance and Quality
Be ready to discuss how you maintain strong compliance standards and ensure quality advice. Prepare examples of how you've navigated regulatory requirements in previous roles, as this will show your commitment to ethical practices in financial planning.