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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 innovative 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 status with 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.
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 employer: Benchmark Capital
Contact Detail:
Benchmark Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior 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 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, don’t forget to follow up! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your interest in the role and remind them of your key strengths.
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that Senior Financial Planner role. It shows your enthusiasm and gives us a clear view of your application. Plus, you’ll get to see all the amazing benefits we offer!
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Financial Planner role. Highlight your Chartered status, client acquisition successes, and any mentoring experience you've had. We want to see how you can bring value to our team!
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 background aligns with our needs. Don’t forget to mention your experience with high-net-worth clients and your approach to holistic financial planning.
Showcase Your Network: Since building relationships is key in this role, share examples of how you've developed your professional network. Whether it's through referrals or networking events, we want to know how you can help us grow our client base!
Apply Through Our Website: We encourage you to apply directly 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 out on 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 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
Given the importance of maintaining strong compliance standards, be ready to discuss how you've ensured quality in your previous roles. Prepare examples that illustrate your commitment to delivering high-quality advice while adhering to regulatory requirements.