Financial Planner: Chartered Path to Growth

Benchmark Capital Limited; Horsham; On-site; GBP 42,000 - 66,000; Full time

Job summary

Benchmark Capital in Horsham, United Kingdom, is seeking a Financial Planner to provide holistic financial advice to private clients and build lasting relationships. You'll conduct fact-finds, prepare plans, and advise across investments, pensions, retirement, and tax-efficient strategies, collaborating with paraplanners for an exceptional client experience.

This is a full-time, permanent role based on-site in Horsham.

Qualifications

• Conduct fact-finds and prepare financial plans for private clients.
• Advise across investments, pensions, retirement, and tax-efficient strategies.
• Build lasting client relationships and maintain a high level of service.

Responsibilities

• Conduct fact-finds and needs analyses with clients.
• Prepare personalised financial plans and recommendations.
• Advise on investments, pensions, retirement, and tax-efficient strategies.
• Collaborate with paraplanners to deliver exceptional client experience.

Skills

Financial planning

Investment advice

Pensions planning

Tax planning

Job description

Financial Planner: Chartered Path to Growth

Financial Planner: Chartered Path to Growth

Salary not available. View on company website.

• Full time
• Permanent

Benchmark Capital in Horsham, United Kingdom, is recruiting a Financial Planner to provide holistic financial advice to private clients and build lasting client relationships. You'll conduct fact-finds, prepare plans, and advise across investments, pensions, retirement, and tax-efficient strategies, collaborating with paraplanners for an exceptional client experience.