Chartered Financial Planner
2 days ago
We are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their long-term goals and aspirations.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Analyse clients' financial situations and provide tailored advice on investment, tax, and retirement planning.
- Build and maintain strong relationships with clients, providing ongoing support and guidance throughout their financial journey.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
- Collaborate with other team members to deliver exceptional client service and achieve business objectives.
- Chartered Financial Planner qualification or equivalent.
- Minimum 3 years' experience in financial planning, preferably in a similar role.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
- Proficient in Microsoft Office and CRM systems, with experience of digital client meeting tools such as Microsoft Teams.
As a Chartered Financial Planner at Benchmark Capital, you will have the opportunity to work with a talented team of professionals, delivering high-quality financial advisory services to our clients. We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement.
Our campus in Horsham offers a refreshing working environment, equipped with modern technology and amenities, including an on-site restaurant, coffee shop, and gym facilities. We also provide a convenient shuttle bus service to and from Horsham's main line train station.
At Benchmark Capital, we value diversity and inclusion, and we are committed to creating a workplace that is welcoming and inclusive for all. We believe that our diverse perspectives and experiences are essential to delivering exceptional client service and achieving our business objectives.
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a key member of our team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a key member of our team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
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Chartered Financial Planner
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
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