Financial Planner

Join Our Team as a Financial Planner in Winchester!

About Benchmark
Benchmark Financial Planning is recognised for its award-winning proprietary solutions that encompass regulatory, platform, and investment services, tailored to support advisers throughout their journey. We empower financial advisers with cutting-edge technology and support services, facilitating growth and enhancing business value. Our Financial Advice business aids families in achieving their aspirations through access to superior solutions, ensuring they meet and exceed their financial goals. At Benchmark, we prioritize achieving excellent client outcomes, with a strong commitment to Treating Customers Fairly principles and a duty of care toward all clients.

The Base
You will work from one of our offices across the UK, equipped with state-of-the-art software and hardware to create an engaging and supportive work environment.

The Teams
Our financial planners provide comprehensive financial advisory services to Benchmark clients, spanning all aspects of regulated advice, including pensions, tax strategies, and general financial guidance.

What You’ll Do

• Build and manage a portfolio of client relationships, implementing effective financial planning strategies.
• Actively market to develop new client relationships through available resources and your professional network.
• Provide sound financial advice, ensuring profitability, compliance, and alignment with clients’ best interests.
• Conduct regular client meetings, promptly documenting and executing agreed-upon actions.
• Oversee new client setup, ensuring advice suitability and structure sign-off.
• Identify and inform clients about new planning opportunities to enhance their financial position.
• Serve as a knowledgeable resource on financial planning matters for clients.
• Occasionally contribute to marketing materials for clients and professional advisers, as well as training resources for Benchmark teams.
• Maintain and expand your expertise through continual professional development (CPD) and examinations.
• Embody Benchmark’s core values of Excellence, Innovation, Teamwork, Passion, and Integrity in your daily work.

Knowledge, Experience, and Qualifications You Need

• Proven experience in advising affluent and high-net-worth individuals on financial planning and tax strategies.
• In-depth knowledge of pensions and taxation relevant to financial planning.
• An FCA-approved Level 4 or above regulatory qualification.
• Achievement or near attainment of the CII Advanced Financial Planning Certificate, Chartered Financial Planner, or an equivalent professional qualification.
• A current Statement of Professional Standing (SPS).
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Additional Knowledge, Experience, and Qualifications That Will Help

• Familiarity with the fund management, professional advisory, IFA, or life company industry.
• A Pension Transfer Specialist qualification is advantageous.
• Strong understanding of key financial planning strategies available in the UK market.

What You’ll Be Like

• A professional, organized, motivated self-starter.
• Possessing strong interpersonal and verbal/written communication skills.
• Capable of presenting complex information clearly under pressure.
• Exhibiting excellent analytical abilities and high numeracy skills.
• Able to cultivate strong relationships with colleagues at all levels.
• Eager to learn and collaborate for superior client outcomes.

Our Commitment to Inclusion
At Benchmark, we are dedicated to delivering exceptional client outcomes and service. We believe that a diverse workforce fosters an inclusive culture that enhances decision-making and strengthens our ability to achieve our mission. Inclusion and diversity are strategic priorities for us, and we uphold equal opportunities for all. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

Ready to Make an Impact?
If you’re looking to take the next step in your career and join a dynamic team that values your expertise, apply today!