At a Glance
- Tasks: Provide tailored financial planning advice to diverse clients and develop lifetime strategies.
- Company: Join a growing Midlands team at a leading financial advisory firm.
- Benefits: Enjoy market-leading technology, dedicated support, and ongoing professional development.
- Other info: Flexible work-life balance in a supportive and inclusive culture.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Minimum three years' experience in financial planning and strong technical knowledge required.
The predicted salary is between 49500 - 60500 £ per year.
Description
We are seeking an experienced and client-focused Senior Financial Planner to join our growing Midlands team.
You will provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and professional intermediaries.
Working closely with clients to understand their goals and aspirations, you will develop and deliver tailored lifetime financial strategies, conduct regular reviews, and provide proactive ongoing advice.
- Department: Advice - Employed
- Description
We are seeking an experienced and client-focused Senior Financial Planner to join our growing Midlands team.
You will provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and professional intermediaries.
Working closely with clients to understand their goals and aspirations, you will develop and deliver tailored lifetime financial strategies, conduct regular reviews, and provide proactive ongoing advice.
You will possess strong technical expertise across pensions, investments, retirement planning, protection and estate planning, enabling you to deliver holistic financial planning solutions that support positive client outcomes.
This is an excellent opportunity for an ambitious Financial Planner seeking a high-quality advice environment, supported by market-leading technology, investment expertise, and dedicated paraplanning, administration and compliance teams.
What you’ll do
As a Senior Financial Planner, you will
- Build and maintain trusted relationships with clients and professional introducers.
- Deliver holistic financial planning advice tailored to clients’ objectives and circumstances.
- Conduct annual and ongoing financial reviews, both virtually and face‑to‑face.
- Create and implement lifetime financial planning strategies.
- Identify opportunities to deepen client relationships and broaden planning discussions.
- Work collaboratively with paraplanners, administrators, compliance specialists and investment professionals.
- Contribute to the ongoing development of our client proposition and advice offering.
- Support positive client outcomes while adhering to regulatory and compliance requirements.
You will benefit from
- An established and growing client proposition.
- Market‑leading technology and adviser support.
- Dedicated paraplanning and administrative support.
- Access to investment, compliance and technical specialists.
- Ongoing professional development and career progression opportunities.
- A collaborative and supportive culture focused on delivering excellent client outcomes.
- The knowledge, experience and qualifications you need
- A minimum of three years’ experience as a Financial Planner within an independent or restricted financial advice business.
- Strong experience delivering holistic financial planning advice to clients.
- Excellent technical knowledge across pensions, retirement planning, investments, protection and estate planning.
- Experience developing and maintaining long‑term client relationships.
- Strong communication and interpersonal skills, both written and verbal.
- High professional and ethical standards.
- Good understanding of FCA regulations and industry compliance requirements.
- Competent user of Microsoft 365, CRM systems and financial planning software.
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
Desirable
- Chartered Financial Planner status.
- Advisers actively working towards Chartered status will also be considered.
- Experience advising business owners, corporate clients, charities and professional introducers.
- Specialist knowledge in areas such as trusts, long‑term care or complex pension planning.
- Professional memberships such as STEP, SOLLA or Resolution.
- The base
This position supports clients across the Midlands region and is aligned to our Midlands office network.
You will have access to modern office facilities and collaborative working environments, while also spending time meeting clients across the region as required.
We promote flexibility, work‑life balance and a supportive culture where colleagues can develop and succeed.
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.
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Senior Financial Planner in Shrewsbury employer: Benchmark Capital
At Benchmark, we pride ourselves on being an exceptional employer, particularly for the PMO Finance Analyst role based in Horsham. Our inclusive work culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development. With a strong focus on diversity and a commitment to employee well-being, we ensure that every team member feels valued and empowered to contribute meaningfully to our strategic initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Shrewsbury
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Benchmark Capital. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planner in Shrewsbury
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Benchmark Capital.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Benchmark Capital's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Benchmark Capital
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Benchmark Capital.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Benchmark Capital will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Benchmark Capital employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
