Digital Financial Advisor for Financial Services
4 days ago
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.
-
Horsham, West Sussex, United Kingdom Alliance for Better Care CIC Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as the Head of Financial Transformation and Digital Innovation at Alliance for Better Care CIC. This is an exciting opportunity to lead and develop a strategic plan that includes a robust digital infrastructure, driving improvements in patient access, service, and...
-
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled and experienced Financial Planning Specialist to join its expanding Advice team.The ideal candidate will have a strong background in financial planning and investment advice, with a proven track record of delivering high-quality services to clients.Key ResponsibilitiesClient Acquisition and...
-
Chartered Financial Advisor
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout SchrodersSchroders is a leading global asset management company that provides investment solutions to individuals, institutions, and governments. Our mission is to deliver exceptional investment performance and outstanding service to our clients.Our BusinessWe operate in a dynamic and rapidly changing environment, and our business is built on a...
-
Financial Planning Specialist
7 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled and experienced Financial Planning Specialist to join its expanding Advice team.The ideal candidate will have a strong background in financial planning and investment advice, with a proven track record of delivering high-quality services to clients.Key ResponsibilitiesClient Acquisition and...
-
Financial Planning Specialist
1 day ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
-
Financial Planning Specialist
1 day ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
-
Paraplanner - Financial Services
4 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeJob SummaryWe are seeking a skilled Paraplanner to join our team at Vision-FS Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Key ResponsibilitiesConduct thorough research to provide recommendations for clientsPrepare comprehensive suitability lettersParticipate in the...
-
Paraplanner - Financial Services
3 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeJob SummaryWe are seeking a skilled Paraplanner to join our team at Vision-FS Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Key ResponsibilitiesConduct thorough research to provide recommendations for clientsPrepare comprehensive suitability lettersParticipate in the...
-
Financial Planning Specialist
4 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
-
Financial Planning Specialist
4 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
-
Financial Services Administrator
7 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAstral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm based in the UK. As an IFA Administrator, you will be supporting a successful IFA and working within a team of Sales support.This is a fantastic opportunity for an experienced Administrator to join a dynamic team and contribute to the...
-
Financial Services Coordinator
1 week ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAstral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm in the UK. We are looking for a highly skilled professional with a background in processing investments and pension work. The ideal candidate will have a strong understanding of financial services and be able to work in an office-based...
-
Senior Wealth Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeWe are looking for a skilled and dedicated Senior Wealth Advisor to become a part of our dynamic team. In this role, you will be instrumental in guiding our clients towards their financial aspirations by delivering thorough and principled wealth management services. Ideal Candidate ProfileDue to significant expansion within our organization, we are in search...
-
Paraplanner - Financial Services
11 hours ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeParaplanner Job DescriptionJob Summary:We are seeking a skilled Paraplanner to join our Administration team in Horsham, West Sussex. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing excellent client service.Key Responsibilities:Conduct research to provide recommendations for clientsPrepare suitability letters...
-
Paraplanner - Financial Services
8 hours ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeParaplanner Job DescriptionJob Summary:We are seeking a skilled Paraplanner to join our Administration team in Horsham, West Sussex. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing excellent client service.Key Responsibilities:Conduct research to provide recommendations for clientsPrepare suitability letters...
-
Certified Wealth Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeWe are looking for a skilled and dedicated Certified Wealth Advisor to become a vital member of our team. In this role, you will be instrumental in guiding our clients towards achieving their financial aspirations by offering thorough and principled wealth management services. Ideal Candidate ProfileDue to significant expansion within our organization, we...
-
Paraplanner - Financial Services
1 week ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeJob SummaryWe are seeking a skilled Paraplanner to join our rapidly-expanding Administration team at a well-established, award-winning boutique IFA firm. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Key ResponsibilitiesConduct thorough research to provide recommendations for...
-
Financial Services Supervisor
6 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout SchrodersSchroders is a leading global asset management company that provides innovative solutions to support financial advisers in their journey. Our award-winning technology and support services are designed to help advisers grow their businesses and achieve their goals.Our MissionWe are committed to providing excellent client outcomes and service....
-
Financial Services Supervisor
7 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout SchrodersSchroders is a leading global asset management company that provides innovative solutions to support financial advisers in their journey. Our award-winning technology and support services are designed to help advisers grow their businesses and achieve their goals.Our MissionWe are committed to providing excellent client outcomes and service....
-
Chartered Financial Planner
2 months ago
Horsham, West Sussex, United Kingdom Schroders Full timeJoin 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? If so, Benchmark Capital might be the perfect fit for you About Us At Benchmark, we are...