Senior Financial Planner — Holistic Wealth Strategy & Client Growth

Benchmark Capital Limited; Shrewsbury; On-site; GBP 55,000 - 75,000; Full time

Job summary

Benchmark Capital Limited in Shrewsbury is seeking an experienced Senior Financial Planner to join our Midlands team. You will provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and professional intermediaries.

Working closely with clients to understand their goals and aspirations, you will develop and deliver tailored lifetime financial strategies, conduct regular reviews, and provide proactive ongoing advice.

Qualifications

• Three years' experience as a Financial Planner in an independent or restricted advisory environment.
• Strong technical knowledge across pensions, retirement planning, investments, protection and estate planning.
• Experience building long-term client relationships and delivering holistic planning.

Responsibilities

• Build and maintain trusted relationships with clients and introducers.
• Deliver holistic financial planning advice tailored to objectives and circumstances.
• Conduct annual and ongoing reviews, both virtually and face-to-face.
• Create and implement lifetime financial planning strategies.
• Identify opportunities to deepen client relationships and broaden planning discussions.
• Collaborate with paraplanners, administrators, and investment professionals.
• Contribute to the development of our client proposition and advice offering.
• Adhere to regulatory and compliance requirements to ensure positive client outcomes.

Skills

Client relations

Holistic planning

Pensions planning

Investments

Estate planning

Regulatory compliance

CRM systems

MS 365

Technical knowledge

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner

Tools

CRM systems

Financial planning software

Microsoft 365

Job description

Benchmark Capital Limited in Shrewsbury is seeking an experienced Senior Financial Planner to join our Midlands team. You will provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and professional intermediaries.

Working closely with clients to understand their goals and aspirations, you will develop and deliver tailored lifetime financial strategies, conduct regular reviews, and provide proactive ongoing advice.