Digital Financial Advisor for Financial Services

3 days ago


Horsham, West Sussex, United Kingdom Schroders Recruitment Full time
Chartered Financial Planner Opportunity

About the Role

We 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 Responsibilities

  • Analyse clients' financial needs and goals, develop lifetime planning strategies, and provide ongoing advice services.
  • Technical knowledge and experience across all aspects of financial planning, including tax-efficient investment planning, pensions and retirement planning, protection, and estate planning.
  • 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 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.

What We Offer

We offer a dynamic and inclusive work environment, with a strong commitment to providing high-quality financial advisory services. Our team is passionate about delivering excellent investment performance to clients through active management.

Our Culture

We value diversity of thought and inclusion, and we are an equal opportunities employer. We welcome applications from candidates with a wide range of backgrounds and experiences.



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