Financial Planner

Department: Advice - Employed

Location: Birmingham

Description We are seeking an experienced Financial Planner ideally Chartered with a minimum of 3 years’ experience working within a Financial Advisory Practice (whether independent or restricted). You will be experienced in analysing clients’ financial needs and goals, developing comprehensive lifetime financial planning strategies, and delivering a proactive, ongoing advice service to our clients. What you'll do You should have strong technical knowledge and hands-on experience across all aspects of financial planning, including tax-efficient investment strategies, pensions and retirement planning, protection, and estate planning. Experience advising a range of clients including individuals and their families, entrepreneurial business owners, corporates, charities, specialist professions, and managing relationships with professional intermediaries is highly desirable.

• Specialist expertise in Pensions, Trusts, and/or Long-Term Care, as well as professional accreditations such as STEP, SOLLA, or Resolution, would be advantageous.
• Comfortable conducting annual client reviews electronically and in person
• Excellent communication and high literacy standards
• Commitment to ongoing professional development (ideally Chartered, or within a year of achieving Chartered status)
• Thorough understanding of Compliance, Legal, Statutory, and Regulatory requirements relevant to the field
• Proficiency with digital client meeting tools (e.g., Microsoft Teams) and experience using Microsoft 365, CRM, and compliance systems.

The knowledge, experience and qualifications you need

• Current employment as a Financial Planner, ideally Chartered, and a minimum of three years' experience within a Financial Advisory Practice (independent or restricted)
• Skills to analyse clients' financial needs and goals, develop lifetime planning strategies, and proactive provision of ongoing advice service for our clients
• Technical knowledge and experience to provide high-quality advice across financial planning aspects
• Experience working with varied clientele including individuals and their families, entrepreneurs, corporations, charities, specialist professions and intermediaries
• Accreditation accoutrements like specialisations in Pensions, Trusts and/or Long-Term Care and memberships of professional bodies
• Comfort using digital client meeting tools, along with solid systems experience with Microsoft 365, CRM, and compliance systems.

The base We have offices across the UK including Birmingham, Shrewsbury and Stratford. You would be based at one of these offices and work with clients across the surrounding area. Our West Midlands offices are easily accessible for colleagues across the region. It has strong transport links and is close to shops, cafés and other local amenities. Inside, you will find a modern, well‑equipped workspace that supports both collaboration and focused work. The team culture is supportive and provides a practical base for colleagues commuting from Birmingham and the wider area. We promote a healthy work‑life balance and aim to maintain an inclusive working environment for everyone. 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.