Chartered Financial Planner

Job Opportunity: Chartered Financial Planner at Benchmark in Horsham!

We are delighted to announce an exciting job opportunity for an experienced Chartered Financial Planner to join our team based in Horsham. The role is pivotal in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical financial planning services.

Who We're Seeking

Driven by significant growth in our business, we are recruiting talented Financial Planners to contribute to our award-winning and celebrated team of Chartered Financial Planners.

This is an exhilarating chance for seasoned Financial Planners to be a part of an expanding advice firm deeply committed to offering the highest standards of holistic financial planning to our clientele.

About Benchmark

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.

Location

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.

Benchmark provides:

• A robust portfolio of clients to service, facilitated by our fully developed business acquisition and growth strategies
• A client service model designed around the needs of our clients, utilising a combination of face-to-face meetings and digital tools
• Comprehensive training, professional development, and compliance support for our advisors
• Administrative and paraplanning support, enabling optimal time spent serving your clients' requirements
• Competitive remuneration and benefits package, excellent working environment, and a well-defined career path for our successful candidates.

Qualifications & Experience

Suitable candidates would possess:

• 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

We are seeking individuals who:

• Endorse the principles of Treating Customers Fairly, and uphold their personal responsibility towards duty of care to our clients
• Display strong initiative, are client-focused, team players, and adept at relationship building
• Energetic aspirants ready to embrace change, understand and endorse our corporate values
• Contribute to our business evolution through valuable client-centric feedback

We recognise potential, whoever you are

Diversity of thought facilitated by an inclusive culture allows us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.