Benchmark Capital is seeking a Senior Financial Planner in the Midlands region to provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and intermediaries.
You will build lifetime strategies, conduct regular reviews and work with paraplanners, admins and compliance teams to deliver proactive ongoing advice. This role emphasizes client outcomes and regulatory compliance.
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Senior Financial Planner: Holistic Wealth & Lifelong Planning 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.
