chartered financial Work, Jobs in hampshire (with Salaries)

Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
5d
Personal Wealth Adviser
Lloyds Wealth —Southampton
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
23h
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Property Adjuster - Solent
Sedgwick —Solent
- Full-time
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
Head of Property
Grandir UK —Basingstoke
- Full-time
- Annual leave
- Employee discount
Quick apply
Ecologist - Consultant to Principal level
Tetra Tech —Southampton
- Hybrid work
- Business development
- Project management
- In-person
- Flexible schedule
13d
Finance Manager / Controller (Business Unit)
UDlive —Alton
- £60,000 - £70,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Master's degree
- Free parking
Quick apply
Chief Financial Officer - Southampton
The CFO Centre UK —Southampton
- Part-time
- Hybrid work
Clinic Manager & Senior MSK Physiotherapist
Bodyset —Chichester
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Principal Specialist Asset Acquisitions, Sales and Complex Voids
Southampton City Council —Southampton
- £57,755 - £65,222 a year
- Full-time
- Analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
15h
Valuation and Estate Manager
West Sussex County Council —Chichester
- £64,682 - £68,330 a year
- Full-time
- Management
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
5h
Rural Surveyor
National Trust —Winchester
- £42,000 a year
- Full-time
- Hybrid work
- Communication skills
- Negotiation
- Free parking
- Employee assistance programme
3d
Apprentice Quantity Surveyor - Southampton
AECOM —Southampton
- Full-time
- Hybrid work
- Analysis skills
- Construction
- In-person
2d
Associate – Serious Injury
moorebarlow —Southampton
- Communication skills
- Annual leave
Associate / Senior Associate, Civil Engineering
Ridge & Partners LLP —Winchester
- Full-time
- Engineering
Physical and Digital Security Lead
SubSea Craft —Portsmouth
- £80,000 a year
- Full-time
- Computer Science
- Project management
- Bachelor's degree
Lead Systems Engineer (DA)
Leonardo UK Ltd —Southampton
- Full-time
- Hybrid work
- Military
- System design
- Analysis skills
- Flexible schedule
- Referral programme
Senior Project Manager
Gleeds —Southampton
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
Quantity Surveyor
Tetra Tech —Southampton
- Hybrid work
- Engineering
- Microsoft Office
- Bachelor's degree
Principal Utilities Engineer
CooperVision —Southampton
- Full-time
- Spanish
- Engineering
- System design

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chartered financial jobs near hampshire

Chartered Financial Planner

Benchmark Capital -
Winchester

Apply Now

Job details

Full-time
5 days ago

Qualifications

Financial planning
Pension
Business development
Mentoring
Estate planning
Tax experience
Certificate in Insurance

Full job description

Description

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.

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 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.

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

Refine Your Search

chartered financial jobs in hampshire

Chartered Financial Planner

Personal Wealth Adviser

Financial Planner

Property Adjuster - Solent

Head of Property

Ecologist - Consultant to Principal level

Finance Manager / Controller (Business Unit)

Chief Financial Officer - Southampton

Clinic Manager & Senior MSK Physiotherapist

Principal Specialist Asset Acquisitions, Sales and Complex Voids

Valuation and Estate Manager

Rural Surveyor

Apprentice Quantity Surveyor - Southampton

Associate – Serious Injury

Associate / Senior Associate, Civil Engineering

Physical and Digital Security Lead

Lead Systems Engineer (DA)

Senior Project Manager

Quantity Surveyor

Principal Utilities Engineer

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The base

About Benchmark Capital

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