Financial Planner

Winchester, England, United Kingdom

12/3/2024

Join Benchmark Capital as a Chartered Financial Planner in Winchester

Are you an experienced Financial Planner looking for a new challenge?

Do you want to be part of an award-winning team with a strong commitment to providing high-quality financial advisory services? If so, Benchmark Capital might be the perfect fit for you!

About Us

At Benchmark, 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 realising 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. Our commitment to ensuring good client outcomes is paramount, with the client's interests at the heart of our decision-making process. We firmly embed Treating Customers Fairly principles within our organisation and uphold our duty of care to all clients, especially those who may be more vulnerable.

The Base

This position is based at our office in Winchester.

Skills & Experience

• 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 analyse 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.
• Experience in dealing with individuals and their families, entrepreneurial business owners, corporates, charities, specialist professions and managing professional intermediary clients is desired.
• 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.
• Excellent communication skills and high literacy standards are essential.
• 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.
  
  

Who You Are

• A promoter of the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.
• Client-focused and a self-starter, comfortable working in teams and acting on your own initiative.
• Able to build relationships with both new and existing clients and professional connections.
• Aspirational and adaptable to change, understanding and sharing our corporate culture.
• Actively contribute to the evolution of our business and its proposition through constructive client-centric feedback.
  
  

We recognise potential, whoever you are

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.