Chartered Financial Planner

Benchmark Capital; Maidstone; Remote; GBP 50,000 - 80,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a Chartered Financial Planner to join their advice team. You will deliver independent financial planning, build client relationships, and contribute to the firm's ethical commitment to quality advice. Working in a collaborative environment with support from a FTSE 100 group, this role offers competitive salary and benefits.

Benefits

Performance-related bonus

Full benefits package

Access to leading technology and tools

Supportive and collaborative teams

Qualifications

• Proven track record of delivering high-quality financial advice.
• Deep understanding of pensions, investments, tax planning, and protection.

Responsibilities

• Deliver fully independent, holistic financial planning to private clients.
• Build long-term relationships focused on client outcomes.
• Collaborate with internal teams for seamless client experiences.

Skills

Communication

Empathy

Interpersonal skills

Professionalism

Integrity

Continuous learning

Education

Chartered Financial Planner status

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Benchmark Capital

Location: Flexible (with travel to our Horsham HQ)
Benchmark Capital (part of Schroders)
Full-time | Competitive salary + bonus + benefits

We're 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 supports 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, and 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 client 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 largest listed asset manager with over £750bn of assets. Benchmark has the benefit of having a focussed 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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