We are seeking a 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.
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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.
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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.
You’ll be based at our Winchester 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.
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.
