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Senior Financial Planner
2 months ago
We are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Chester.
As a key member of our financial advisory services team, you will be responsible for providing high-quality advice to our clients, helping them achieve their financial goals and aspirations.
Key Responsibilities- Provide expert financial planning advice to clients, taking into account their individual needs and circumstances.
- Build and maintain strong relationships with clients, understanding their financial objectives and delivering tailored solutions.
- Stay up-to-date with industry developments and regulatory changes, ensuring our clients receive the best possible advice.
- Collaborate with colleagues to develop and implement new business strategies, driving growth and innovation within the company.
At Benchmark Capital, we are committed to providing a supportive and inclusive work environment, where you can thrive and develop your skills and expertise.
We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement.
Our team is passionate about delivering exceptional client service and making a positive impact on our clients' lives.
Requirements- Chartered Financial Planner qualification or equivalent.
- Proven experience in financial planning and advisory services.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Ability to work independently and as part of a team, with a flexible and adaptable approach.
At Benchmark Capital, we are dedicated to providing high-quality financial advisory services, helping our clients achieve their financial goals and aspirations.
We are a dynamic and innovative company, with a strong commitment to excellence and customer satisfaction.
Join us and be part of a team that is passionate about making a positive impact on our clients' lives.
