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!, * 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).
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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.
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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.
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Experience in dealing with individuals and their families, entrepreneurial business owners, corporates, charities, specialist professions and managing professional intermediary clients is desired.
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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.
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Comfortable conducting annual client reviews electronically or in-person.
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Excellent communication skills and high literacy standards are essential.
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Committed to professional development, ideally you will be Chartered or within a year of achieving Chartered Status.
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A thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.
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Proficient with digital client meeting tools, such as Microsoft Teams, and experience with Microsoft 365, CRM and compliance systems.
Who You Are
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A promoter of the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.
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Client-focused and a self-starter, comfortable working in teams and acting on your own initiative.
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Able to build relationships with both new and existing clients and professional connections.
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Aspirational and adaptable to change, understanding and sharing our corporate culture.
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Actively contribute to the evolution of our business and its proposition through constructive client-centric feedback.
Contact Detail:
Schroders Recruiting Team
