Flexible (with travel to our Horsham HQ) Benchmark Capital (part of Schroders)
Full-time | Competitive salary + bonus + benefits
We're now looking for a Chartered Financial Planner to join our expanding advice team — someone who’s not just technically excellent, but who brings genuine client focus, a passion for quality advice, and a values-led mindset.
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.
Deliver fully independent, holistic financial planning to a diverse range of private clients
Translate complex financial strategies into clear, actionable plans
Collaborate with internal paraplanners, investment specialists, and support teams to ensure seamless client experiences
Chartered Financial Planner status (or very close to achieving it)
A proven track record of delivering high-quality financial advice
Deep understanding of pensions, investments, tax planning, and protection
Competitive salary, performance-related bonus, and full benefits package