Verum Financial Planning in Canterbury seeks a motivated Financial Planner to deliver holistic advice and build lasting client relationships. You will conduct fact-finds, prepare tailored recommendations across pensions, investments, protection and tax planning, and present plans to clients.
The role supports ongoing professional development toward Chartered status, with a collaborative team and a client-centric culture in a Kent office.
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Financial Planner: Holistic Wealth & Chartered Path in Canterbury employer: Benchmark Capital
At Benchmark, we pride ourselves on being an exceptional employer, particularly for the PMO Finance Analyst role based in Horsham. Our inclusive work culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development. With a strong focus on diversity and a commitment to employee well-being, we ensure that every team member feels valued and empowered to contribute meaningfully to our strategic initiatives.