Digital Financial Planner
3 days ago
Benchmark Capital is a pioneering firm in the financial services industry, renowned for its 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.
We are committed to providing high-quality financial advisory services, and our team is dedicated to helping families find 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.
Job Requirements- Currently practicing Financial Planner, ideally Chartered, with a minimum of 3 years' experience within a Financial Advisory Practice (independent or restricted).
- Ability to analyse 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.
- 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.
- 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 are an equal opportunities employer and welcome applications from diverse candidates. 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.
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