Chartered Financial Planner Opportunity
5 days ago
As a Chartered Financial Planner, you will play a key role in helping our clients achieve their long-term financial goals. This involves developing close relationships with clients, understanding their financial needs, and providing expert advice on investment management, pensions, trusts, and other financial planning aspects.
About the CompanyBenchmark Financial Planning is a leading provider of holistic financial planning services, known for its innovative approach and commitment to delivering exceptional results for our clients. Our team of experienced professionals works closely with clients to develop tailored financial plans that meet their unique needs and goals.
We pride ourselves on our ability to provide a personal touch, combining cutting-edge technology with old-fashioned customer service to deliver a truly bespoke experience for our clients.
The RoleThis is a challenging yet rewarding role that requires a high level of technical knowledge, analytical skills, and communication expertise. As a Chartered Financial Planner, you will work closely with our clients, providing expert advice on all aspects of financial planning, from investment management to pension planning and beyond.
You will also have the opportunity to contribute to our business evolution, providing valuable insights and feedback to help shape our future direction.
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