Chartered Financial Planner Position
16 hours ago
Join our team at Benchmark Capital as a Chartered Financial Planner in Chester
We are seeking an experienced Financial Planner looking for a new challenge
At Benchmark Capital, we are pioneers in providing proprietary solutions that encompass regulatory, platform, and investment services
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 realizing its value, we are there every step of the way
We also run our own Financial Advice business, aiding families in finding solutions that align with their needs and aspirations
This position is based at our centrally-located office in Chester city
- You should be a currently practicing Financial Planner, ideally Chartered, with a minimum of 3 years' experience within a Financial Advisory Practice (independent or restricted)
- You should possess the ability to analyze clients' financial needs and goals, develop lifetime planning strategies, and proactively provide an ongoing advice service to our clients
- Technical knowledge and experience across all aspects of financial planning, including tax-efficient investment planning, pensions and retirement planning, protection, and estate planning are essential
- A mortgage advice licence is not a requirement
- Additional specialisms in Pensions, Trusts and/or Long-Term Care and membership accreditation with professional bodies such as STEP, SOLA and Resolution would be highly advantageous
- Comfortable conducting annual client reviews electronically or in-person
- Committed to professional development, ideally you will be Chartered or within a year of achieving Chartered Status
- A thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area
- Proficient with digital client meeting tools, such as Microsoft Teams, and experience with Microsoft 365, CRM and compliance systems
- Aspirational and adaptable to change, understanding and sharing our corporate culture
- 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 us at Benchmark Capital and be part of our journey in providing high-quality financial advisory services
About Benchmark Capital
We are a leading provider of financial services and solutions, dedicated to helping our clients achieve their financial goals
Our team is passionate about providing exceptional service and support to our clients
We are committed to staying at the forefront of industry developments and best practices
Our culture values diversity, inclusion, and collaboration
We strive to create a work environment that is welcoming and inclusive for all employees
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