Chartered financial Work, Jobs in Alton (with Salaries)

Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
6d
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
Head of Property
Grandir UK —Basingstoke
- Full-time
- Annual leave
- Employee discount
Quick apply
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Finance Graduate
Loma Systems —Farnborough
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
Clinic Manager & Senior MSK Physiotherapist
Bodyset —Farnham
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Civil/Structural Engineers -Hybrid-All levels
Amentum —Reading
- Full-time
- Engineering
- Master's degree
- Employee assistance programme
- Flexible schedule
Head of Strategic HR & Advisory
Reading Borough Council —Reading
- £70,666 - £87,634 a year
- Full-time
- Hybrid work
- Human resources
1d
Rural Surveyor
National Trust —Winchester
- £42,000 a year
- Full-time
- Hybrid work
- Communication skills
- Negotiation
- Free parking
- Employee assistance programme
4d
Chief Financial Officer - Southampton
The CFO Centre UK —Southampton
- Part-time
- Hybrid work
Corporate Auditor (m/f/x)
3M —Bracknell
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Due Diligence Associate Director
RSM UK —Reading
- Full-time
- Hybrid work
Senior Manager Purchasing
SITA Switzerland Sarl —Barcelona, Barcelona provincia
- Full-time
- Office
- IT
- Leadership
- Work from home
Category Manager – Ingredients
Nomad Foods —Woking
- Analysis skills
- Communication skills
- Negotiation
3d
Principal Civil/Structural Engineers
Amentum —Reading
- Full-time
- Engineering
- Master's degree
- Employee assistance programme
- Flexible schedule
22h
Risk Management Surveyor
HSB —Guildford
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- Construction
- Annual leave
- Employee assistance programme
Project Manager (Capture) – Underwater Battlespace
BAE Systems —Portsmouth
- £47,000 a year
- Management
- Project management
- Organisational skills
- Employee discount
1d
Civil Structural Engineer (Buildings)
Vulcain Engineering Group —Basingstoke
- Hybrid work
- English
- Project management
- Bachelor's degree
- Flexible schedule
Legal Secretary - Employment
Boyes Turner —Reading
- 8 hour shift
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

I want to receive the latest job alerts for chartered financial in alton

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Chartered Financial Planner

Benchmark Capital -
Winchester

Apply Now

Job details

Full-time
6 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 alton

Chartered Financial Planner

Finance Manager / Controller (Business Unit)

Head of Property

Financial Planner

Finance Graduate

Clinic Manager & Senior MSK Physiotherapist

Financial Planner - Surrey

Civil/Structural Engineers -Hybrid-All levels

Head of Strategic HR & Advisory

Rural Surveyor

Chief Financial Officer - Southampton

Corporate Auditor (m/f/x)

Due Diligence Associate Director

Senior Manager Purchasing

Category Manager – Ingredients

Principal Civil/Structural Engineers

Risk Management Surveyor

Project Manager (Capture) – Underwater Battlespace

Civil Structural Engineer (Buildings)

Legal Secretary - Employment

I want to receive the latest job alerts for chartered financial in alton

Explore jobs in more locations

Description

What you'll do

The knowledge, experience and qualifications you need

The base

About Benchmark Capital

Jobseeker tools

Employer Tools

Browse

Stay Connected