Overview
Chartered Financial Planner Jobs in Greater London, UK at Benchmark Capital Limited
Location: Greater London
Chartered Financial Planner
Department: Advice – Employed
Employment Type: Full Time
Location: Finura – London
Description
Chartered Financial Planner | Finura (part of Benchmark Capital)
As a Chartered Financial Planner at Finura, you will continue to develop your career within a high‑quality, multi‑disciplinary practice. You will work with an established client bank, deliver holistic and compliant financial advice, and provide a consistently strong client experience from initial engagement through to ongoing advice and review.
You will be responsible for building long‑term client relationships, delivering high‑quality financial planning, and contributing to the continued growth of the business.
Finura is a chartered, award‑winning financial planning firm serving private clients, families, business owners, and trustees. Founded in 2014, the firm has a clear focus on delivering high‑quality advice and meaningful client outcomes.
Finura is part of Benchmark Capital
, a leading UK financial planning and investment platform owned by Schroders. Through this partnership, advisers benefit from the scale, infrastructure, and investment capability of a larger group, while retaining the autonomy and client focus of a high‑performing advice firm.
Over the last 11 years, Finura has grown organically and through acquisition to support more than 1,450 client relationships and over £1 billion of client assets. The firm continues to grow, with a clear ambition to double in size over the next five years. Finura is regularly recognised within the profession, including CII Chartered Financial Planning Firm of the Year nominations, multiple appearances in New Model Adviser’s Top 100, and repeated awards as one of Professional Adviser’s Best Financial Advisers to Work For.
What
you’ll do
- Deliver an excellent client experience from initial contact through to advice delivery
- Provide clear, engaging annual reviews to keep clients informed and aligned to their goals
- Achieve agreed business plans and grow your client portfolio in partnership with the Head of Financial Planning
- Develop and diversify your client base through a structured self-generation plan, networking, and building professional connections with Finura’s support
- Grow your business through advocacy, referrals, and internal handovers
- Provide acquisition clients with a seamless and empathetic experience
- Build both your personal brand and the Finura brand through marketing and media activity
- Contribute ideas, support colleagues, and promote a collaborative team environment
- Work closely with colleagues to maintain strong teamwork and client support
- Take ownership of your ongoing professional development
- Collaborate effectively with your Hub to deliver a consistent client experience
The knowledge, experience and qualifications you need
- CII Chartered Financial Planner status (or equivalent) with a clear commitment to professional standards
- Minimum 5 years’ experience in financial services, with a track record in client advice and business growth
- Strong technical knowledge across core planning areas, including pensions, retirement, investments, protection, and estate or inheritance planning
- Good understanding of FCA requirements, with the ability to operate within suitability standards and deliver good client outcomes
- Strong interpersonal skills, able to build trust, manage long‑term relationships, and communicate complex advice clearly
- High standard of written communication and attention to detail, producing clear, client‑friendly reports
- Confident using technology to support client delivery, including CRM and digital tools
- Well organised and self‑directed, able to manage priorities while working effectively within a wider team
Desirable
- Evidence of consistent client acquisition through professional connections, networking, and referrals
- Additional technical specialisms, such as trusts or later life planning, or relevant professional memberships
- Experience supporting clients through key transitions, including acquisitions, business sale, retirement, or intergenerational planning
The base
You’ll be based in our City Office, London
, working closely with the Financial Planning and Client Account Management teams to deliver an outstanding end‑to‑end client experience.
We are a modern, flexible, collaborative team where ambition, warmth, and professionalism go hand‑in‑hand, and where every colleague’s voice can shape the future of advice. Join us to be part of a vibrant, entrepreneurial environment — one built to disrupt the status quo and based on the shared belief that together, we can deliver remarkable experiences and outcomes for our clients and their families, for generations to come.
#J-18808-Ljbffr
Title: Chartered Financial Planner
Company: Benchmark Capital Limited
Location: Greater London, UK
Category:
