Financial Planner

Financial Planner

Department: Advice - Employed

Employment Type: Full Time

Location: Horsham

Reporting To: Katharine Davis

Are you an experienced Financial Planner looking for a new challenge?

Do you want to be part of an award-winning team with a strong commitment to providing high-quality financial advisory services? If so, Benchmark Capital might be the perfect fit for you!

We are seeking an accomplished and highly motivated Financial Planner to join our team. You will be a Financial Planner with a minimum of 5 years’ advisory experience and a proven track record of client acquisition and retention.

You will already have experience providing regulated financial advice and managing ongoing client relationships, you'll be committed to further professional development and progressing towards Chartered Financial Planner status.

This is an opportunity to join one of the UK's leading financial planning businesses, where you'll benefit from high-quality lead generation, paraplanning and client support resources, proprietary technology and a collaborative environment designed to help advisers build successful and rewarding careers.

Client Relationship Management

• Build, develop and manage a portfolio of client relationships, taking ownership of the delivery and implementation of their financial planning strategies.
• Develop trusted, long-term relationships with clients, providing ongoing advice and support throughout their financial planning journey.
• Meet with clients regularly, ensuring agreed actions are documented, communicated and implemented efficiently.
• Act as the primary point of contact for clients, delivering a consistently high standard of service and advice.

Financial Planning & Advice

• Provide holistic financial planning advice to new and existing clients, covering all aspects of wealth management including retirement planning, investments, protection and estate planning.
• Ensure all recommendations are tailored to clients' objectives and delivered in a compliant, commercially sound and client-focused manner.
• Identify and discuss planning opportunities that support clients in achieving their financial goals and improve their overall financial position.
• Take responsibility for the suitability and quality of advice provided, ensuring all recommendations meet regulatory and business standards.

Business Development

• Proactively develop new client relationships through referrals, professional connections, networking activities and company-generated opportunities.
• Grow your client portfolio whilst maintaining strong retention and satisfaction levels across existing relationships.
• Contribute to the continued growth and success of the business by identifying opportunities to expand client engagement and service offerings.

Technical Expertise

• Act as a trusted source of knowledge and guidance for clients on financial planning matters.
• Maintain a strong understanding of legislative, regulatory and market developments, ensuring advice remains current and relevant.
• Work collaboratively with Paraplanners and Client Support teams to deliver efficient, high-quality financial planning solutions.

Professional Development

• Maintain and enhance your professional knowledge through ongoing Continuing Professional Development (CPD).
• Progress towards Chartered Financial Planner status and other relevant professional qualifications where appropriate.
• Share knowledge and best practice across the wider business to support continuous improvement and professional development.

Marketing & Thought Leadership

• Support marketing initiatives by contributing articles, commentary and technical content for clients, professional connections and colleagues.
• Represent Benchmark professionally through networking events, seminars and other business development activities where appropriate.
• Promote the firm's values and reputation through every client and professional interaction.

Compliance & Governance

• Maintain accurate client records and documentation in line with FCA requirements and internal standards.
• Ensure all activities are undertaken in accordance with regulatory obligations, company policies and best practice.
• Demonstrate the highest…