Chartered Financial Planner
6 days ago
Benchmark Capital is a pioneering financial services company that provides proprietary solutions encompassing regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.
Our MissionWe are committed to ensuring good client outcomes, with the client's interests at the heart of our decision-making process. We firmly embed Treating Customers Fairly principles within our organisation and uphold our duty of care to all clients, especially those who may be more vulnerable.
The RoleWe are seeking a Chartered Financial Planner to join our team in Chester. As a key member of our team, you will be responsible for building relationships with both new and existing clients and professional connections. You will also contribute to the evolution of our business and its proposition through constructive client-centric feedback.
Key Responsibilities- Act as a promoter of the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.
- Client-focused and a self-starter, comfortable working in teams and acting on your own initiative.
- Able to build relationships with both new and existing clients and professional connections.
- Aspirational and adaptable to change, understanding and sharing our corporate culture.
- Actively contribute to the evolution of our business and its proposition through constructive client-centric feedback.
We recognise potential, whoever you are. 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. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
Join UsJoin Benchmark Capital and be part of our journey in providing high-quality financial advisory services.
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Chartered Financial Planner
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Chartered Financial Planner
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Chester, Cheshire, United Kingdom Schroders Full timeAbout UsBenchmark Capital is a pioneering financial services company that provides proprietary solutions encompassing regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.Our MissionWe are committed to ensuring good client outcomes, with the...
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Chester, Cheshire, United Kingdom Schroders Full timeAbout UsBenchmark Capital is a pioneering financial services company that provides proprietary solutions encompassing regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.Our MissionWe are committed to ensuring good client outcomes, with the...
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Chartered Financial Planner
6 days ago
Chester, Cheshire, United Kingdom Schroders Full timeAbout UsBenchmark Capital is a pioneering financial services company that provides proprietary solutions encompassing regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.Our MissionWe are committed to ensuring good client outcomes, with the...
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