Financial Planner: Chartered Path to Growth

Benchmark Capital; Horsham; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Onsite restaurant

Gym

Shuttle bus to Horsham station

Coffee shop

Job summary

Benchmark Capital in Horsham, United Kingdom, is recruiting a Financial Planner to provide holistic financial advice to private clients and build lasting client relationships. You’ll conduct fact-finds, prepare plans, and advise across investments, pensions, retirement, and tax-efficient strategies, collaborating with paraplanners for an exceptional client experience.

You will be supported towards Chartered Financial Planner status, with access to industry-leading technology, and a modern office

Qualifications

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent).
• Commitment to achieving Chartered Financial Planner status.
• Around three years' regulated financial planning experience.
• Strong knowledge across investments, pensions, retirement, protection, and tax-efficient planning.
• Excellent relationship-building and communication skills.
• Client-first approach with high professional and ethical standards.
• Strong organisational skills and attention to detail.
• Experience with pensions, trusts, or later-life planning; STEP or SOLLA advantageous.

Responsibilities

• Deliver holistic financial planning and wealth management advice to private clients.
• Conduct comprehensive fact-finds and understand clients’ financial objectives.
• Prepare and present financial plans and suitability reports.
• Advise across investments, pensions, retirement, protection and tax-efficient planning.
• Build long-term client relationships through exceptional service.
• Manage and develop your client portfolio and identify growth opportunities.
• Collaborate with paraplanners and administrators to deliver an outstanding client experience.
• Keep up to date with regulatory developments and industry best practice.
• Pursue Chartered Financial Planner status with support from Benchmark Capital.

Skills

Client-focused

Relationship-building

Communication skills

Attention to detail

Organisational skills

Chartered status ambition

Education

DipPFS or equivalent

Tools

Microsoft 365

CRM systems

Financial planning software

Job description

Benchmark Capital in Horsham, United Kingdom, is recruiting a Financial Planner to provide holistic financial advice to private clients and build lasting client relationships. You’ll conduct fact-finds, prepare plans, and advise across investments, pensions, retirement, and tax-efficient strategies, collaborating with paraplanners for an exceptional client experience.

You will be supported towards Chartered Financial Planner status, with access to industry-leading technology, and a modern office