Senior Financial Planner

Benchmark Capital Limited; Shrewsbury; On-site; GBP 55,000 - 75,000; Full time

Job summary

Benchmark Capital Limited in Shrewsbury is seeking an experienced Senior Financial Planner to join our Midlands team. You will provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and professional intermediaries.

Working closely with clients to understand their goals and aspirations, you will develop and deliver tailored lifetime financial strategies, conduct regular reviews, and provide proactive ongoing advice.

Qualifications

• Three years' experience as a Financial Planner in an independent or restricted advisory environment.
• Strong technical knowledge across pensions, retirement planning, investments, protection and estate planning.
• Experience building long-term client relationships and delivering holistic planning.

Responsibilities

• Build and maintain trusted relationships with clients and introducers.
• Deliver holistic financial planning advice tailored to objectives and circumstances.
• Conduct annual and ongoing reviews, both virtually and face-to-face.
• Create and implement lifetime financial planning strategies.
• Identify opportunities to deepen client relationships and broaden planning discussions.
• Collaborate with paraplanners, administrators, and investment professionals.
• Contribute to the development of our client proposition and advice offering.
• Adhere to regulatory and compliance requirements to ensure positive client outcomes.

Skills

Client relations

Holistic planning

Pensions planning

Investments

Estate planning

Regulatory compliance

CRM systems

MS 365

Technical knowledge

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner

Tools

CRM systems

Financial planning software

Microsoft 365

Job description

Senior Financial Planner

Department: Advice - Employed

Employment Type: Full Time

Location: Shrewsbury

Reporting To: Chris Cobley

Description

We are seeking an experienced and client-focused Senior Financial Planner to join our growing Midlands team.

You will provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and professional intermediaries. Working closely with clients to understand their goals and aspirations, you will develop and deliver tailored lifetime financial strategies, conduct regular reviews, and provide proactive ongoing advice.

You will possess strong technical expertise across pensions, investments, retirement planning, protection and estate planning, enabling you to deliver holistic financial planning solutions that support positive client outcomes.

This is an excellent opportunity for an ambitious Financial Planner seeking a high-quality advice environment, supported by market-leading technology, investment expertise, and dedicated paraplanning, administration and compliance teams.

What you'll do

As a Senior Financial Planner, you will:

• Build and maintain trusted relationships with clients and professional introducers.
• Deliver holistic financial planning advice tailored to clients' objectives and circumstances.
• Conduct annual and ongoing financial reviews, both virtually and face-to-face.
• Create and implement lifetime financial planning strategies.
• Identify opportunities to deepen client relationships and broaden planning discussions.
• Work collaboratively with paraplanners, administrators, compliance specialists and investment professionals.
• Contribute to the ongoing development of our client proposition and advice offering.
• Support positive client outcomes while adhering to regulatory and compliance requirements.

You will benefit from:

• An established and growing client proposition.
• Market-leading technology and adviser support.
• Dedicated paraplanning and administrative support.
• Access to investment, compliance and technical specialists.
• Ongoing professional development and career progression opportunities.
• A collaborative and supportive culture focused on delivering excellent client outcomes.

The knowledge, experience and qualifications you need

• A minimum of three years' experience as a Financial Planner within an independent or restricted financial advice business.
• Strong experience delivering holistic financial planning advice to clients.
• Excellent technical knowledge across pensions, retirement planning, investments, protection and estate planning.
• Experience developing and maintaining long-term client relationships.
• Strong communication and interpersonal skills, both written and verbal.
• High professional and ethical standards.
• Good understanding of FCA regulations and industry compliance requirements.
• Competent user of Microsoft 365, CRM systems and financial planning software.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).

• Chartered Financial Planner status.
• Advisers actively working towards Chartered status will also be considered.
• Experience advising business owners, corporate clients, charities and professional introducers.
• Specialist knowledge in areas such as trusts, long-term care or complex pension planning.
• Professional memberships such as STEP, SOLLA or Resolution.

The base

This position supports clients across the Midlands region and is aligned to our Midlands office network.

You will have access to modern office facilities and collaborative working environments, while also spending time meeting clients across the region as required. We promote flexibility, work-life balance and a supportive culture where colleagues can develop and succeed.