Chartered Financial Planner

Job Opportunity: Chartered Financial Planner at Benchmark Financial Planning

We are pleased to announce an exciting job opportunity for an experienced and committed Chartered Financial Planner to join our team based in Stratford. The role is pivotal in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical financial planning services.

Who We're Seeking

Driven by significant growth in our business, we are recruiting talented Financial Planners to contribute to our award-winning and celebrated team of Chartered Financial Planners.

This is an exhilarating chance for seasoned Financial Planners to be a part of an expanding advice firm deeply committed to offering the highest standards of holistic financial planning to our clientele.

About Benchmark Financial Planning

Benchmark Financial Planning is a celebrated Chartered financial planning firm known for its client-centric approach. Our innovative blend of in-house technology solutions and market-leading discretionary fund management enable us to deliver superior holistic financial planning and wealth management service to our clients nationwide. We describe ourselves as 'human with a digital touch'.

We’re part of the Benchmark Capital Group, empowering financial advisers with integrated tools, services, and investment insights. Our approach focuses on securing safety and achieving positive outcomes for clients, guided by our belief in the vital role of first-class client service and integrated technology for enduring success.

Being a part of the broader Schroders family places Benchmark Capital and Benchmark Financial Planning in the influential position of leveraging more than 200 years of experience in innovation and excellence.

At Benchmark Financial Planning, we value more than just the right qualifications – how we deliver is equally significant as what we deliver. Creativity, quality, security, community, and sustainability are principles that guide us.

Location

Our office is located within Stratford-upon-Avon, UK

What We Offer

Benchmark Financial Planning provides:

• A robust portfolio of clients to service, facilitated by our fully developed business acquisition and growth strategies
• A client service model designed around the needs of our clients, utilising a combination of face-to-face meetings and digital tools
• Comprehensive training, professional development, and compliance support for our advisors
• Administrative and paraplanning support, enabling optimal time spent serving your clients' requirements
• Competitive remuneration and benefits package, excellent working environment, and a well-defined career path for our successful candidates

Qualifications & Experience

Suitable candidates would possess:

• Current employment as a Financial Planner, ideally Chartered, and a minimum of three years' experience within a Financial Advisory Practice (independent or restricted)
• Skills to analyse clients' financial needs and goals, develop lifetime planning strategies, and proactive provision of ongoing advice service for our clients
• Technical knowledge and experience to provide high-quality advice across financial planning aspects
• Experience working with varied clientele including individuals and their families, entrepreneurs, corporations, charities, specialist professions and intermediaries
• Accreditation accoutrements like specialisations in Pensions, Trusts and/or Long-Term Care and memberships of professional bodies
• Comfort using digital client meeting tools, along with solid systems experience with Microsoft 365, CRM, and compliance systems

We are seeking individuals who:

• Endorse the principles of Treating Customers Fairly, and uphold their personal responsibility towards duty of care to our clients
• Display strong initiative, are client-focused, team players, and adept at relationship building
• Energetic aspirants ready to embrace change, understand and endorse our corporate values
• Contribute to our business evolution through valuable client-centric feedback

We recognise potential, whoever you are

Our mission is to deliver exceptional investment performance through active management, facilitated by the diversity of thought an inclusive culture encourages. Inclusion and diversity are strategic priorities that enable us to make better decisions, enhancing our ability to accomplish our mission. As an equal opportunities employer, we welcome everyone without discrimination based on age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.