Senior Financial Planner

Benchmark Capital; Birmingham; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading financial planning firm is seeking an accomplished Senior Financial Planner to deliver tailored financial services to affluent clients. This role requires Chartered Financial Planner status and 5–10 years’ advisory experience. You'll lead client meetings, oversee complex cases, and mentor junior colleagues while driving business development and representing the firm at networking events. Join a supportive environment focused on inclusion and diversity, with flexible work options across multiple offices in the Midlands.

Qualifications

• Minimum five years’ experience providing regulated financial advice.
• Demonstrable track record of business development through referrals.
• Comprehensive expertise in pensions, investments, estate planning, and taxation.

Responsibilities

• Deliver unbiased financial planning to affluent clients.
• Maintain and grow professional network for referrals.
• Lead client meetings and develop bespoke financial plans.
• Oversee complex cases and act as subject matter expert.
• Ensure compliance with regulatory standards.
• Represent the company at industry events.

Skills

Interpersonal skills

Relationship management

Presentation skills

Education

Chartered Financial Planner status

Tools

Financial planning technology

MS Office Suite

Job description

Description

We are seeking an accomplished and highly motivated Senior Financial Planner to join our team. You will be a Chartered Financial Planner with a minimum of 5-10 years’ advisory experience and a proven track record of client acquisition and retention. You will already possess an established network of referees and professional contacts in the area. This is a significant opportunity to help drive growth, mentor junior colleagues, and further elevate the reputation of Benchmark Financial Planning.

Department:

Advice - Employed

Location:

Shrewsbury

What you'll do

• Deliver holistic, unbiased financial planning services to a portfolio of affluent clients, providing advice across investments, pensions, protection, and tax planning
• Maintain and grow your network of professional connections (solicitors, accountants, etc.) and leverage existing relationships for business development and referrals
• Lead client meetings, complete detailed fact finds, and develop bespoke financial plans tailored to client needs, objectives, and circumstances
• Oversee complex technical cases and act as a subject matter expert for the team
• Ensure the highest standards of regulatory compliance and ethical advice at all times
• Play a key role in business development, representing Benchmark Financial Planning at industry and professional networking events, and driving new client opportunities
• Mentor, guide, and support the development of junior planners and paraplanners
• Contribute to strategic planning initiatives, operational improvements, and the growth of the business
• Remain abreast of technical, legislative, and market developments and share best practice with colleagues

The knowledge, experience and qualifications you need

• Chartered Financial Planner status (CII or equivalent) – essential
• Minimum five years’ experience providing regulated financial advice to clients (ideally 10+)
• Demonstrable track record of business development via existing referral sources and professional connections
• Comprehensive technical expertise in pensions, investments, estate planning, and taxation
• Strong understanding of compliance procedures and regulatory requirements
• Outstanding interpersonal, relationship management, and presentation skills
• Skilled user of financial planning technology, back office systems, and MS Office Suite

The base

You’ll be based within our Midlands hub, with offices in Shrewsbury, Stratford-upon-Avon and Birmingham. We are open to reviewing location across all three offices, with regular presence expected across the hub as required.

Our offices are well-equipped and supported by modern systems and technology, providing a professional and collaborative working environment for our teams.

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.