Financial Planning Expert for Financial Services
2 weeks ago
About the Role
Benchmark Capital is seeking an experienced Chartered Financial Planner to join our team in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.
Key Responsibilities
- Provide financial planning advice to clients, including tax-efficient investment planning, pensions and retirement planning, protection, and estate planning.
- Analyze clients' financial needs and goals, develop lifetime planning strategies, and proactively provide an ongoing advice service.
- Work closely with our team to deliver excellent client service and achieve business objectives.
- Stay up-to-date with regulatory, legal, and statutory requirements impacting the financial planning industry.
- Utilize digital client meeting tools, such as Microsoft Teams, and experience with Microsoft 365, CRM, and compliance systems.
What We Offer
Benchmark Capital offers a dynamic and supportive work environment, with opportunities for professional development and growth. We are committed to providing excellent investment performance to our clients and believe that diversity of thought facilitated by an inclusive culture will allow us to make better decisions and achieve our purpose.
Requirements
- Chartered Financial Planner status or within a year of achieving Chartered Status.
- Minimum 3 years' experience within a Financial Advisory Practice (independent or restricted).
- Technical knowledge and experience across all aspects of financial planning.
- 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.
Why Join Us
Benchmark Capital is an equal opportunities employer and welcomes applications from diverse candidates. We recognize potential, whoever you are, and are committed to providing a supportive and inclusive work environment.
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