Senior Chartered Financial Planner — High‑Net‑Worth, Brighton

Benchmark Capital Limited; Brighton; Hybrid; GBP 65,000 - 110,000; Full time

Job summary

Benchmark Financial Planning, based in Brighton, is seeking a Chartered Financial Planner to join its Advice - Employed team. This senior role manages affluent clients, leads sophisticated planning cases, and supports business growth with mentoring for junior colleagues.

Based in our Brighton office, you will work with colleagues across the wider business, maintain high compliance standards, and apply strong knowledge of pensions, investments, tax, and estate planning to deliver tailored advice.

Qualifications

• Chartered Financial Planner status (CII or equivalent).
• 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.
• Experience mentoring or supporting less experienced advisers.

Responsibilities

• 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.

Skills

Client relationship management

Financial planning

Mentoring

Networking

Compliance

Education

Chartered Financial Planner (CII)

Job description

Benchmark Financial Planning, based in Brighton, is seeking a Chartered Financial Planner to join its Advice - Employed team. This senior role manages affluent clients, leads sophisticated planning cases, and supports business growth with mentoring for junior colleagues.

Based in our Brighton office, you will work with colleagues across the wider business, maintain high compliance standards, and apply strong knowledge of pensions, investments, tax, and estate planning to deliver tailored advice.