Chartered financial planner Work, Jobs in Hove, Esx (with Salaries)

Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
Financial Planner
The Progeny Group Limited —Worthing
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Financial Planner (Virtual)
The Progeny Group Limited —Worthing
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Research
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Miller Knight Ltd —Lingfield
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
7d
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
12d
Servicing Adviser
Miller Knight Ltd —Lingfield
- £50,000 - £65,000 a year
- Full-time
- Hybrid work
- Financial services
- Free parking
- Life insurance
Quick apply
7d
Commercial Consultant / Quantity Surveyor
ASSYSTEM —Crawley
- Full-time
- Hybrid work
- Civil engineering
- Maths
- Contracts
Quick apply
13d

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Financial Planner
The Progeny Group Limited —Worthing
Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate…
Quick apply
Associate Financial Planner
Moore Kingston Smith —London
Strong commitment to delivering fair client outcomes and ensuring that customers are treated fairly at all times. Experience within a paraplanning role.
£42,000 - £47,500 a year
Quick apply
13d

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Chartered Financial Planner

Benchmark Capital -
Brighton

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Job details

Full-time

Qualifications

Financial planning
Pension
Lead generation for financial services industry
Financial advisory experience
Client engagement
Mentoring junior staff
Business development
Partnership building
Mentoring
Relationship management
Networking
Estate planning
Business lead generation
Certificate in Insurance

Full job description

Description

We are seeking a Chartered Financial Planner to join Benchmark Financial Planning. This role suits an experienced adviser with a strong track record of acquiring and retaining clients, an established professional network, and the credibility to handle complex client needs.

You will manage a portfolio of affluent clients, lead sophisticated planning cases, support business growth, and mentor junior colleagues. This is a senior role with real influence on clients, people, and the wider business.

What you'll do

Deliver holistic financial planning across investments, pensions, protection, and tax.
Lead client meetings, fact finds, and the construction of tailored financial plans.
Maintain and grow relationships with professional introducers.
Develop new business through referrals and networking.
Act as a technical reference point for complex cases.
Mentor and support junior planners and paraplanners.
Maintain strong compliance standards and quality of advice.
Contribute to business growth and operational improvement.

The knowledge, experience and qualifications you need

Chartered Financial Planner status (CII or equivalent).
Minimum 5 years’ regulated advisory experience, typically 10+ at this level.
Evidence of successful business development through professional networks.
Strong technical knowledge across pensions, investments, tax, and estate planning.
Confidence dealing with high‑net‑worth clients.
Experience mentoring or supporting less experienced advisers.
Strong working knowledge of financial planning systems and tools.

The base

You’ll be based at our Brighton office, providing a strong local base while working closely with colleagues and advisers across the wider business, including interaction with our head office in Horsham.

Our offices are set up to support effective, collaborative working, with modern technology, well-equipped meeting spaces and a professional environment that enables teams to operate at pace while staying connected.

About Benchmark Capital

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 support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.

We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.

Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.

As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.

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.

Apply Now

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chartered financial planner jobs in hove, esx

Chartered Financial Planner

Financial Planner

Financial Planner (Virtual)

Paraplanner

Financial Planner

Servicing Adviser

Commercial Consultant / Quantity Surveyor

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