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Financial Planning Expert for Benchmark Capital
2 months ago
## Chartered Financial Planner Role at Benchmark Capital
We are seeking a skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services.
### Key Responsibilities
* Analyse clients' financial situations and develop tailored planning strategies
* Provide ongoing advice and guidance to clients
* Stay up-to-date with industry developments and regulatory changes
* Collaborate with colleagues to achieve business objectives
### Requirements
* Chartered Financial Planner status or working towards it
* Minimum 3 years' experience in a Financial Advisory Practice
* Strong technical knowledge of financial planning, including tax-efficient investment planning, pensions, and protection
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and adapt to change
### What We Offer
* Opportunity to work with a leading financial services company
* Collaborative and supportive team environment
* Ongoing training and professional development opportunities
* Competitive salary and benefits package
### Diversity and Inclusion
We are committed to creating an inclusive and diverse work environment. We welcome applications from candidates of all backgrounds and perspectives.
### How to Apply
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.
