Chartered Financial Planner

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Job Opportunity: Chartered Financial Planner at Benchmark Financial Planning

We are pleased to announce an exciting job opportunity for an experienced and committed Chartered Financial Planner to join our team based in Horsham. The role is pivotal in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical financial planning services.

Who We're Seeking

Driven by significant growth in our business, we are recruiting talented Financial Planners to contribute to our award-winning and celebrated team of Chartered Financial Planners.

This is an exhilarating chance for seasoned Financial Planners to be a part of an expanding advice firm deeply committed to offering the highest standards of holistic financial planning to our clientele.

About Benchmark Financial Planning

Benchmark Financial Planning is a celebrated Chartered financial planning firm known for its client-centric approach. Our innovative blend of in-house technology solutions and market-leading discretionary fund management enable us to deliver superior holistic financial planning and wealth management service to our clients nationwide. We describe ourselves as 'human with a digital touch'.

We're part of the Benchmark Capital Group, empowering financial advisers with integrated tools, services, and investment insights. Our approach focuses on securing safety and achieving positive outcomes for clients, guided by our belief in the vital role of first-class client service and integrated technology for enduring success.

Being a part of the broader Schroders family places Benchmark Capital and Benchmark Financial Planning in the influential position of leveraging more than 200 years of experience in innovation and excellence.

At Benchmark Financial Planning, we value more than just the right qualifications - how we deliver is equally significant as what we deliver. Creativity, quality, security, community, and sustainability are principles that guide us.

Location

• Our offices are located in regional hubs, Horsham, Winchester, or Maidstone.
• We understand that balancing personal and professional life is crucial to your well-being and our combined success, hence flexibility in work arrangements is encouraged.

What We Offer

Benchmark Financial Planning provides:

• A robust portfolio of clients to service, facilitated by our fully developed business acquisition and growth strategies
• A client service model designed around the needs of our clients, utilising a combination of face-to-face meetings and digital tools
• Comprehensive training, professional development, and compliance support for our advisors
• Administrative and paraplanning support, enabling optimal time spent serving your clients' requirements
• Competitive remuneration and benefits package, excellent working environment, and a well-defined career path for our successful candidates

Qualifications & Experience

Suitable candidates would possess:

• Current employment as a Financial Planner, ideally Chartered, and a minimum of three years' experience within a Financial Advisory Practice (independent or restricted)
• Skills to analyse clients' financial needs and goals, develop lifetime planning strategies, and proactive provision of ongoing advice service for our clients
• Technical knowledge and experience to provide high-quality advice across financial planning aspects
• Experience working with varied clientele including individuals and their families, entrepreneurs, corporations, charities, specialist professions and intermediaries
• Accreditation accoutrements like specialisations in Pensions, Trusts and/or Long-Term Care and memberships of professional bodies
• Comfort using digital client meeting tools, along with solid systems experience with Microsoft 365, CRM, and compliance systems

We are seeking individuals who:

• Endorse the principles of Treating Customers Fairly, and uphold their personal responsibility towards duty of care to our clients
• Display strong initiative, are client-focused, team players, and adept at relationship building
• Energetic aspirants ready to embrace change, understand and endorse our corporate values
• Contribute to our business evolution through valuable client-centric feedback

We recognise potential, whoever you are

Our mission is to deliver exceptional investment performance through active management, facilitated by the diversity of thought an inclusive culture encourages. Inclusion and diversity are strategic priorities that enable us to make better decisions, enhancing our ability to accomplish our mission. As an equal opportunities employer, we welcome everyone without discrimination based on age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.

Company

As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £731.6 billion (€871.3 billion/$990.9 billion)* of wealth and investments. We help them achieve their long-term financial goals – and make a positive impact in the world.

Over the years, we’ve perfected investing in our people

We’ve built a stellar reputation for our work and unique culture. Our secret? We’ve picked the best people for the job, and given them the opportunities and tools to thrive.

So it’s no surprise that 96% of us say that we’re proud to work at Schroders. And why we repeatedly have made it into LinkedIn’s top 25 places to work.

You don’t just get a job here – you can fulfil your career ambitions

Once you’re part of our team, our global learning and mentoring platforms help you hone your expertise and keep developing. We’re big on mobility – so many people find their next job at Schroders, too, moving up and across the business to build a fulfilling career.

Inclusion is more than a buzz word

It’s part of everything we do. We’ve built a culture where people can bring their whole selves to work, and we welcome unique perspectives. We also set trackable goals to improve representation across the board wherever we fall short.

We’ve made inclusion a conscious choice at every step

Our vision is for our people to reflect the diversity of the communities we live and work in. And for everyone to feel they truly belong at Schroders.

Our industry-leading flexible working charter is central to inclusion, opening up opportunities for everyone. We shape our recruitment and retention processes to help spot and reduce the impact of biases, and create a level playing field for underrepresented groups, for example through mentoring schemes. And we constantly review our policies and benefits to make sure they are fair and supportive of our diverse teams.

We take a local-led approach to improving inclusivity

Everyone’s at a different stage of their inclusion journey – with cultural and local practices to consider. So we listen to our employees through pulse surveys and collect diversity data so we can identify areas for improvement, and maximise impact through local initiatives.

Our partnerships - such as with RecruitMilitary in the US, the Technology in Finance Immersion Programme in Singapore, and the Investment 20/20 in the UK, to name a few - broaden our outreach and help us create a lasting impact.

Driving inclusion at Schroders**

As a Disability Confident employer and a member of the global Valuable 500 initiative, we’ve partnered with a disability-specialist organisation to conduct an audit and provide recommendations on how to make our recruitment processes more accessible to potential candidates with a disability.

We’re excited to continue our partnership with the Snowdon Trust following the success of our first paid work placements for individuals with a disability in February 2021.

Our passionate people lead the way

Our employee-led inclusion networks support our grassroots approach to building an inclusive culture. These create space for networking, celebrating our differences, and raising awareness of challenges that under-represented groups face.

Our WorkAbility employee-led inclusion network aims to educate employees, champion accessibility, and provide a supporting network for those affected by disability or long-term health conditions.

Case Study

Claudia Buffini, Corporate Responsibility Advisor, who was born profoundly deaf. Claudia’s role involves working with many different charities, championing causes she’s really passionate about and embedding a culture of inclusion.

So who better to tell us about why inclusion matters and how she feels included in the workplace. Watch the one minute video:

Transparency around our progress holds us to account

Inclusion is everyone’s business. There’s still a long way to go, so we use what we know to help the firms we invest in to accelerate change together across the industry and beyond. It’s important for us to be open about the high standards we set for ourselves, and to hold the companies we invest in to account.

And we offer a world of wellbeing at work

Looking after our people is always first on our list. We hold regular events supporting mental and physical wellness. And our global employee assistance programme is on hand offering free, independent, and confidential support.

And we offer flexible working and locally-relevant benefits

At Schroders, everyone works flexibly and has access to our global learning platforms and opportunities and our best-practice framework for mental health and wellbeing at work. We are also constantly reviewing and evolving our policies to suit an ever-changing set of needs and family set–ups.

We’re recognised for our inclusive workplace

We’re proud to be recognised as Large Employer of the Year at the prestigious FTAdviser Diversity in Finance Awards, and are continually included in the Bloomberg Gender Equality Index and among the Top 75 employers of the Social Mobility Index.

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