Chartered Financial Planner

3 weeks ago


Horsham, West Sussex, United Kingdom Schroders Full time

**About the Role**

We are seeking a skilled Chartered Financial Planner to join our Chester office. As a key member of our team, you will be responsible for providing high-quality financial advisory services to clients.

**Key Responsibilities**

• Promote the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.

• Build relationships with new and existing clients, professional connections, and contribute to the evolution of our business and its proposition through constructive client-centric feedback.

• Act as a self-starter, working in teams and acting on your own initiative to achieve excellent investment performance for clients through active management.

**Our Culture**

We value diversity and inclusion, and we are an equal opportunities employer. Join us at Benchmark Capital and be part of our journey in providing high-quality financial advisory services.

**Skills & Experience**

As a Chartered Financial Planner, you will have a strong commitment to providing high-quality financial advisory services and a client-focused approach. You will be able to build relationships with clients and professional connections, and contribute to the evolution of our business and its proposition through constructive client-centric feedback.



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