Financial Planning Expert for Benchmark Capital

4 weeks ago


Horsham, West Sussex, United Kingdom Schroders Recruitment Full time
Chartered Financial Planner - Benchmark Capital

Join Benchmark Capital as a Chartered Financial Planner in Horsham

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?

About Us
Benchmark Capital is a pioneering company in providing proprietary solutions that encompass regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey. From establishing and efficiently operating a financial advice business to accelerating its growth and realizing its value, we are there every step of the way.

We also run our own Financial Advice business, aiding families in finding solutions that align with their needs and aspirations. Our campus offers a refreshing working environment equipped with modern technology, an on-site restaurant, coffee shop, and gym facilities. For commuters, we provide a convenient shuttle bus service to and from Horsham's main line train station.

Key Skills and Experience

  • You should be a currently practicing Financial Planner, ideally Chartered, with a minimum of 3 years' experience within a Financial Advisory Practice (independent or restricted).
  • You should possess the ability to analyze clients' financial needs and goals, develop lifetime planning strategies, and proactively provide an ongoing advice service to our clients.
  • Technical knowledge and experience across all aspects of financial planning, including tax-efficient investment planning, pensions and retirement planning, protection, and estate planning are essential. A mortgage advice license is not a requirement.
  • Additional specialisms in Pensions, Trusts and/or Long-Term Care and membership accreditation with professional bodies such as STEP, SOLA and Resolution would be highly advantageous.
  • Comfortable conducting annual client reviews electronically or in-person.
  • Committed to professional development, ideally you will be Chartered or within a year of achieving Chartered Status.
  • A thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.
  • Proficient with digital client meeting tools, such as Microsoft Teams, and experience with Microsoft 365, CRM and compliance systems.
  • Aspirational and adaptable to change, understanding and sharing our corporate culture.

We recognize potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.

Join us at Benchmark Capital and be part of our journey in providing high-quality financial advisory services.



  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Chartered Financial Planner - Benchmark CapitalAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.Key ResponsibilitiesProvide financial planning advice to...

  • Graduate Trainee

    2 weeks ago


    Horsham, UK, West Sussex, United Kingdom Benchmark Capital Full time

    Graduate Opportunity – Operations AssociateWho we are seekingExciting opportunities await at Benchmark Capital for recent graduates interested in joining our Platform Operations realm as an Operations Associate. This opening offers a 6-month Fixed Term Contract (FTC) with the likelihood of transitioning into a permanent role.Whether you are taking your...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    At Benchmark Capital, we are seeking a skilled Expert Financial Planner to join our team in Chester. This is an exciting opportunity to work with a pioneering company that provides proprietary solutions for financial advisory services.We value Treating Customers Fairly principles and prioritise the duty of care to our clients. Our goal is to provide...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About the Role:Benchmark Capital is seeking a highly skilled Consumer Duty Manager to play a pivotal role in advancing our Consumer Duty initiatives. This exciting opportunity will involve leading the development, oversight, and execution of these initiatives, ensuring that Consumer Duty outcomes are skillfully managed, risks are mitigated, and compliance is...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Schroders Campus in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.Key ResponsibilitiesAnalyse clients' financial needs and goals, develop lifetime planning strategies, and...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About UsBenchmark Capital is a pioneering company that provides proprietary solutions encompassing regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.We run our own Financial Advice business, aiding families in finding solutions that align with...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    About Us: At Schroders Recruitment, we're dedicated to empowering financial advisers with cutting-edge tools, services, and investment solutions to enhance their client propositions. With a focus on client service excellence and integrated technology, we're transforming the landscape of financial planning in the UK. Our team is passionate about delivering...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About the RoleBenchmark Capital Group is seeking a highly skilled Regulatory Compliance Consultant to join our team.The successful candidate will be responsible for supporting the regulatory change and compliance advisory aspects of the Compliance Technical function.The role holder's primary responsibility will be to assess and help operationalise regulatory...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    At Schroders, we're looking for a highly skilled Financial Valuation Expert to join our Private Equity Operations team. Job OverviewThe successful candidate will be responsible for executing the monthly valuation process for our semi-liquid product offerings.This is an exciting opportunity to work in a fast-paced environment and advance your skills in...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About the RoleWe are seeking a skilled Financial Planner to join our team at Schroders. As a Chartered Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services.Key Responsibilities:Analyse clients' financial needs and goalsDevelop lifetime...


  • Horsham, West Sussex, United Kingdom Bighornlaw Full time

    Bighornlaw is seeking a seasoned Financial Services Expert to provide high-level financial guidance to clients in Horsham, PA. Responsibilities include:Developing comprehensive financial plans that align with clients' wealth management goals.Creating and managing investment portfolios, staying up-to-date on market trends to optimize client...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    **About the Role**We are seeking a skilled Chartered Financial Planner to join our Chester office. As a key member of our team, you will be responsible for providing high-quality financial advisory services to clients.**Key Responsibilities**• Promote the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.•...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Head of Finance - HorshamWe are seeking a seasoned Head of Finance to lead our clients based in Horsham. As a key member of the leadership team, you will be responsible for shaping and executing the company's financial strategy, with a focus on risk mitigation, supporting mergers and acquisitions, and identifying growth opportunities. This role ensures...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    Role OverviewWe are seeking a skilled Administrator to support our Financial Planners in their role. This is a 12-month FTC position.About BenchmarkBenchmark is an award-winning firm of Chartered Financial Planners. Our proprietary solutions cover regulatory, platform, and investment services, designed to support advisers at every step of their journey.Key...


  • Horsham, West Sussex, United Kingdom Pro Talent Full time

    ProTalent is partnering with a prominent company to find a Financial Planner for their West Sussex office. As a key member of the team, you will be responsible for providing expert financial planning advice to clients.Key ResponsibilitiesDevelop and manage a client portfolio to deliver exceptional service standards.Contribute to business growth through...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    Benchmark Capital is seeking an experienced Change Portfolio Manager to lead and facilitate our dynamic change programme. In this role, you will not only maximise the throughput and value of the change programme but also shape and manage the change framework.Key ResponsibilitiesFoster a cohesive change framework from initiation to review, ensuring all...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    About this Role:Benchmark Capital is dedicated to supporting financial advisers across their professional journey with our award-winning regulatory, platform, and investment services. As a key member of our team, you will play a pivotal role in ensuring that Consumer Duty outcomes are skillfully managed, risks are mitigated, and compliance is upheld across...

  • Consumer Duty Manager

    4 weeks ago


    Horsham, West Sussex, United Kingdom Schroders Full time

    Consumer Duty Manager Position at Benchmark CapitalAbout Us:Benchmark Capital is dedicated to supporting financial advisers across their professional journey with our award-winning regulatory, platform, and investment services. Our commitment lies in equipping advisers with high-quality technology and support services, enabling them to operate efficiently,...

  • Consumer Duty Manager

    4 weeks ago


    Horsham, West Sussex, United Kingdom Schroders Full time

    Consumer Duty Manager Position at Benchmark CapitalAbout Us:Benchmark Capital is dedicated to supporting financial advisers across their professional journey with our award-winning regulatory, platform, and investment services. Our commitment lies in equipping advisers with high-quality technology and support services, enabling them to operate efficiently,...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    About the Role:We are seeking a highly skilled Propositions Manager to join our team at Schroders. As a key member of our Propositions team, you will be responsible for defining, prioritizing, and delivering our future propositions. Your primary responsibilities will include engaging with senior stakeholders, clients, and third-party experts to develop clear...