Financial Planner: Chartered Path to Growth in Horsham

Financial Planner: Chartered Path to Growth in Horsham

Horsham Full-Time 37800 - 46200 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide holistic financial advice and build lasting client relationships.
  • Company: Benchmark Capital, a leading financial services firm in Horsham.
  • Benefits: Support towards Chartered status, access to top tech, and a modern office.
  • Other info: Join a dynamic team with excellent growth opportunities.
  • Why this job: Make a real difference in clients' lives while advancing your career.
  • Qualifications: Passion for finance and strong communication skills.

The predicted salary is between 37800 - 46200 £ per year.

Benchmark Capital in Horsham, United Kingdom, is recruiting a Financial Planner to provide holistic financial advice to private clients and build lasting client relationships. You’ll conduct fact-finds, prepare plans, and advise across investments, pensions, retirement, and tax-efficient strategies, collaborating with paraplanners for an exceptional client experience.

You will be supported towards Chartered Financial Planner status, with access to industry-leading technology, and a modern office.

Financial Planner: Chartered Path to Growth in Horsham employer: Benchmark Capital

Benchmark Capital is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the wealth management sector. Located in Horsham, England, employees benefit from a supportive environment that prioritises professional growth and development, alongside competitive remuneration and unique networking opportunities within the UK market. Join us to make a meaningful impact while advancing your career in a forward-thinking company committed to excellence.

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Contact Details:

Benchmark Capital Recruitment Team

We think you need these skills to ace Financial Planner: Chartered Path to Growth in Horsham

Holistic Financial Advice
Client Relationship Management
Fact-Finding
Investment Strategies
Pension Planning
Retirement Planning
Tax-Efficient Strategies