Financial Planning Expert for Benchmark Capital
1 week ago
About the Role
We are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients, helping them achieve their financial goals and aspirations.
Key Responsibilities
- Provide expert financial planning advice to clients, including tax-efficient investment planning, pensions and retirement planning, protection, and estate planning.
- Analyse clients' financial needs and goals, develop lifetime planning strategies, and proactively provide an ongoing advice service.
- Work closely with our team to deliver exceptional client service and support the growth of our financial advisory business.
- Stay up-to-date with industry developments and regulatory changes, ensuring our clients receive the best possible advice.
- Collaborate with our technology and support services to ensure seamless delivery of our proprietary solutions.
What We Offer
At Benchmark Capital, we offer a dynamic and supportive work environment, with opportunities for professional development and growth. Our award-winning technology and support services are designed to assist financial advisers throughout their journey, from establishing and efficiently operating a financial advice business to accelerating its growth and realising its value.
Our Culture
We value diversity of thought and inclusion, and we are committed to creating a workplace where everyone feels welcome and valued. We believe that by embracing different perspectives and experiences, we can make better decisions and achieve our purpose of providing excellent investment performance to clients through active management.
How to Apply
If you are a motivated and experienced Chartered Financial Planner looking for a new challenge, please submit your application, including your CV and a cover letter outlining your experience and qualifications.
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