Financial Planner

We are seeking an accomplished Financial Planner ideally Chartered with a minimum of 3 years’ experience working within a Financial Advisory Practice (whether independent or restricted). You will be experienced in analysing clients’ financial needs and goals, developing comprehensive lifetime financial planning strategies, and delivering a proactive, ongoing advice service to our clients.

What you'll do

• You should have strong technical knowledge and hands-on experience across all aspects of financial planning, including tax-efficient investment strategies, pensions and retirement planning, protection, and estate planning.
• Experience advising a range of clients including individuals and their families, entrepreneurial business owners, corporates, charities, specialist professions, and managing relationships with professional intermediaries is highly desirable.
• Specialist expertise in Pensions, Trusts, and/or Long-Term Care, as well as professional accreditations such as STEP, SOLLA, or Resolution, would be advantageous.
• Comfortable conducting annual client reviews electronically and in person
• Excellent communication and high literacy standards
• Commitment to ongoing professional development (ideally Chartered, or within a year of achieving Chartered status)
• Thorough understanding of Compliance, Legal, Statutory, and Regulatory requirements relevant to the field
• Proficiency with digital client meeting tools (e.g., Microsoft Teams) and experience using Microsoft 365, CRM, and compliance systems.

The knowledge, experience and qualifications you need

• Current employment as a Financial Planner, ideally Chartered, and a minimum of three years' experience within a Financial Advisory Practice (independent or restricted)
• Skills to analyse clients' financial needs and goals, develop lifetime planning strategies, and proactive provision of ongoing advice service for our clients
• Technical knowledge and experience to provide high-quality advice across financial planning aspects
• Experience working with varied clientele including individuals and their families, entrepreneurs, corporations, charities, specialist professions and intermediaries
• Accreditation accoutrements like specialisations in Pensions, Trusts and/or Long-Term Care and memberships of professional bodies
• Comfort using digital client meeting tools, along with solid systems experience with Microsoft 365, CRM, and compliance systems.

The base

You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.

We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.

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.