Job Description

Description

We are seeking a highly accomplished and motivated

Senior Financial Planner

to join our team at

Benchmark Financial Planning

.

You will be a

Chartered Financial Planner

with

5-10 years of advisory experience

, demonstrating a proven track record in

client acquisition, retention

, and delivering exceptional financial advice.

This is a

significant opportunity

to contribute to the firm's growth,

mentor junior colleagues

, and further elevate our reputation for excellence in financial planning.

What you'll do

Deliver

holistic, unbiased financial planning

to a portfolio of clients, advising across

investments, pensions, protection, and tax planning

Maintain and expand your

network of professional connections

(e.g. solicitors, accountants), leveraging relationships for

business development and referrals

Lead client meetings, conduct detailed

fact finds

, and create

bespoke financial plans

tailored to individual needs and objectives Oversee

complex technical cases

and act as a

subject matter expert

within the team Uphold the

highest standards of regulatory compliance

and ethical advice Represent Benchmark Financial Planning at

industry and networking events

, helping to drive

new client opportunities

Mentor and support

junior planners and paraplanners, fostering their professional development Contribute to

strategic planning

, operational improvements, and overall business growth Stay up to date with

technical, legislative, and market developments

, sharing insights and best practices with colleagues

The knowledge, experience and qualifications you need

Chartered Financial Planner

status (CII or equivalent) - essential*
Minimum

5 years' experience

providing regulated financial advice to clients (ideally 10+) Proven track record in

business development

through referral sources and professional connections Strong technical expertise in

pensions, investments, estate planning

, and

taxation

Deep understanding of

compliance procedures

and

regulatory requirements

Excellent

interpersonal, relationship management

, and

presentation skills

Proficient in

financial planning technology

, back-office systems, and the

Microsoft Office Suite

The base

You'll be based at our

Birmingham regional office

, a dynamic hub where

collaboration and innovation thrive

. Situated in the heart of a

vibrant and well-connected city

, the office offers easy access to local amenities, transport links, and a rich professional network.

Our Birmingham location provides a

welcoming and professional atmosphere

, equipped with

modern facilities and resources

designed to support your work and enhance productivity. Whether you're meeting clients, mentoring colleagues, or contributing to strategic initiatives, you'll find the environment conducive to success.

We value

work-life balance

and believe our Birmingham office fosters a

supportive and inclusive community

for all team members.

About Benchmark Capital

Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey - from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.



We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.



As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.



As part of the

Schroders Plc Group

, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over 750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services businesses.

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.