Senior Chartered Financial Planner - Wealth Strategy Lead

Benchmark Capital; Brighton; On-site; GBP 75,000 - 120,000; Full time

Job summary

Benchmark Financial Planning in Brighton is seeking a Chartered Financial Planner to join our Advice - Employed team. You will manage a portfolio of affluent clients, lead sophisticated planning cases, and mentor junior colleagues. This is a senior role with influence on clients, people, and the wider business.

You will deliver holistic planning across investments, pensions, protection, tax, and estate planning, while developing new business through referrals and professional networks.

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.

Responsibilities

• Deliver holistic financial planning across investments, pensions, protection, and tax.
• Lead client meetings, fact finds, and 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

Holistic financial planning

Client relationship management

Mentoring/junior support

Business development

Technical pensions/investments/tax/est

High-net-worth client handling

Financial planning systems/tools

Education

Chartered Financial Planner (CII or equivalent)

Tools

Financial planning software

Job description

Benchmark Financial Planning in Brighton is seeking a Chartered Financial Planner to join our Advice - Employed team. You will manage a portfolio of affluent clients, lead sophisticated planning cases, and mentor junior colleagues. This is a senior role with influence on clients, people, and the wider business.

You will deliver holistic planning across investments, pensions, protection, tax, and estate planning, while developing new business through referrals and professional networks.