Senior Financial Planner: Holistic Wealth & Client Growth in Shrewsbury

Senior Financial Planner: Holistic Wealth & Client Growth in Shrewsbury

Shrewsbury Full-Time No working from home possible
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Benchmark Capital is seeking a Senior Financial Planner to join the Midlands team in Shrewsbury. You will provide high-quality financial planning advice to individuals, families, owners, and professionals, building lifetime strategies and conducting regular reviews with a focus on compliant, holistic outcomes.

You will work with paraplanners and investment professionals, leveraging market-leading technology and strong support to deliver excellent client service across the region.

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Senior Financial Planner: Holistic Wealth & Client Growth in Shrewsbury 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.

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Contact Details:

Benchmark Capital Recruitment Team