Benchmark Capital
Financial Planner
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Department: Advice - Employed
Location: Horsham
Description
Help shape financial futures with one of the UK's leading financial planning businesses
Are you an ambitious Financial Planner looking to take the next step in your career?
Whether you're already delivering high-quality financial advice or are working towards Chartered status, this is an exciting opportunity to join a growing, forward-thinking business where your development is genuinely supported.
At Benchmark Capital, you'll work alongside experienced professionals, advise a diverse portfolio of clients and receive the backing, technology and career progression opportunities to help you reach your full potential.
What you'll do
As a Financial Planner, you'll provide holistic financial advice and build lasting relationships with clients, helping them achieve their financial goals throughout every stage of life.
You'll:
- Deliver tailored financial planning and wealth management advice to private clients.
- Conduct comprehensive fact-finds and understand clients' financial objectives.
- Prepare and present financial plans and suitability reports.
- Advise across investments, pensions, retirement, protection and tax-efficient planning.
- Build trusted, long-term client relationships through exceptional service.
- Manage and develop your client portfolio while identifying opportunities for growth and referrals.
- Work collaboratively with paraplanners and administrators to deliver an outstanding client experience.
- Keep up to date with regulatory developments and industry best practice.
- Continue your professional development with support towards Chartered Financial Planner status.
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The knowledge, experience and qualifications you need
We're looking for ambitious advisers who are passionate about delivering excellent client outcomes and developing their careers.
You'll ideally have:
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent).
- A commitment to achieving Chartered Financial Planner status.
- Around three years' experience providing regulated financial advice within a financial planning practice.
- Strong technical knowledge across investments, pensions, retirement planning, protection and tax-efficient financial planning.
- Excellent relationship-building and communication skills.
- A client-first approach with high professional and ethical standards.
- Strong organisational skills and attention to detail.
- Confidence using Microsoft 365, CRM systems and financial planning software.
Experience in areas such as pensions, trusts or later life planning, or professional memberships including STEP or SOLLA, would be advantageous but are not essential.
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Why join Benchmark
Join one of the UK's fastest-growing financial planning businesses.
- Receive ongoing support towards Chartered status and continued professional development.
- Work with industry-leading technology and specialist support teams.
- Access genuine long-term career progression opportunities.
- Collaborate with experienced colleagues in a supportive, high-performing environment.
- Enjoy modern offices at our Broadlands Business Campus near Horsham, including an onsite restaurant, coffee shop, gym and shuttle bus to Horsham 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.
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