Jobs
>
Horsham

    Chartered Financial Planner - Horsham, United Kingdom - Schroders

    Schroders
    Schroders Horsham, United Kingdom

    1 week ago

    Default job background
    Description

    We are seeking an experienced and motivated Chartered Financial Planner to join our team in Horsham. As a Chartered Financial Planner, you will play a pivotal role in helping our clients achieve their financial goals by providing comprehensive, and ethical financial planning services.

    Who we're looking for
    Following considerable growth in our business, we are looking for a number of talented Financial Planners to join our successful and award-winning firm of Chartered Financial Planners on an employed basis.

    This is an exciting opportunity for an experienced financial planner to join a fast-growing advice firm who are committed to providing clients with access to the highest standards of holistic financial planning.

    About Benchmark Financial Planning
    We are a multi-award-winning Chartered financial planning firm with a client centric approach. In-house technology solutions, combined with market-leading discretionary fund management, enables us to deliver an outstanding holistic financial planning and wealth management service to our clients across the UK. We consider ourselves to be 'human with a digital touch'.

    We are part of the Benchmark Capital Group, who power financial advisers through insight, integrated tools, services and investment solutions.
    With a technology-led ecosystem of regulatory, platform, and investment services provided by Benchmark Capital, our approach is guided by delivering safety and security for clients whilst focusing on positive client outcomes. We believe that first-class client service and integrated technology are essential components for long-term success.

    As part of the wider Schroders family, Benchmark Capital and Benchmark Financial Planning are in the privileged position of being able to harness more than 200 years' experience in innovation and excellence.

    At Benchmark Financial Planning we are not just looking to build a team with the right qualifications – how we deliver is just as important as what we deliver. We are guided by the principles of creativity, quality, security, community and sustainability.

    Where you'll be based
    − You will be part of one of our regional office teams in Horsham, Winchester or Maidstone.
    − We know that helping you balance personal and professional commitments is key to both your wellbeing and our shared success, so we're open to flexible working.

    What we can offer you
    − We are in the strong position of being able to provide our advisers with a material client bank to service, through our well-developed business acquisition and development strategies. We also have a comprehensive structure in place to help you develop existing client relationships and attract new clients.
    − We design our client service model around our clients' needs, using a combination of face-to-face meetings and digital tools.
    − Our advisers enjoy comprehensive training, professional development and compliance support.
    − You will also benefit from administrative and paraplanning support, enabling you to optimise the time spent serving your clients' needs.
    − An attractive compensation and benefits package, a terrific working environment and a well-structured career path is on offer for our successful candidates.

    What you'll be like
    – Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients
    − Client focused, you will be a self-starter who is comfortable working in teams. Able to act on your own initiative and develop relationships with both new and existing clients and professional connections.
    − Aspirational, you will be an individual who embraces change and understands and shares our corporate culture.
    − Someone who actively contributes to the evolution of our business and its proposition through constructive client centric feedback.

    We recognise potential, whoever you are
    Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics

  • Idex

    Financial Planner

    2 weeks ago

    Idex Horsham, United Kingdom

    A leading law firm and Financial Planning and Private Client Investment Management company providing planning and investment services, with £1bn of assets under management across in excess of 900 clients IM Asset Management has ambition to accelerate its recent successful growth. ...

  • Pro Talent

    Financial Planner

    1 week ago

    Pro Talent Horsham, United Kingdom

    ProTalent are working with an impressive company with a network of offices in both Accountancy and Financial Services. We are looking to hire a Financial Planner to join their expert and highly successful team in West Sussex. · **Job Title** · Financial Planner based in the Horsh ...

  • Schroders

    Chartered Financial Planner

    2 weeks ago

    Schroders Horsham, United Kingdom

    We are seeking an experienced and motivated Chartered Financial Planner to join our team in Horsham. As a Chartered Financial Planner, you will play a pivotal role in helping our clients achieve their financial goals by providing comprehensive, and ethical financial planning serv ...

  • Financial Divisions

    Financial Planner

    3 days ago

    Financial Divisions Crawley, United Kingdom

    **Financial Planner - Near Crawley (Sussex), manage a book of 170 clients which generates £420k in recurring income, £60k - £70k basic salary + commissions** · My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business an ...

  • Tate Recruitment Limited

    Financial Planner

    2 weeks ago

    Tate Recruitment Limited Guildford, United Kingdom

    **Financial Planner** · Location: Kent, Hybrid Working · **Salary**: Basic Salary up to £55,000 with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards. · **Are you a Financial Planner looking for an exciting new challenge/opportunity?** · *** · ...

  • Financial Divisions

    Financial Planner

    3 weeks ago

    Financial Divisions Odiham, United Kingdom

    **Financial Planner - Hampshire, lots of flexibility to work from home - Given 60 existing clients to manage - £50k - £70k salary + bonus · **Are you a qualified Financial Planner/Adviser who enjoys client interaction and providing a quality and transparent service, do you value ...

  • mbf.

    Financial Planner

    2 weeks ago

    mbf. Epsom, United Kingdom

    A highly reputable Financial Planners with a nationwide reach currently have the requirement for an experienced Financial Planner to join their busy Epsom based team. · Our client has close to £1B client funds under management, they provide holistic Investment and Financial Plann ...

  • Artemis Recruitment Consultants Ltd

    Financial Planner

    1 week ago

    Artemis Recruitment Consultants Ltd Dorking, United Kingdom

    Financial Services · Dorking · 02/03/2023 · Type of Position: Financial Planner - Dorking · Pay: £35k - £42k · **Financial Planner - Dorking**: · Our client is looking for a Financial Planner to join their team based in Dorking, Surrey. · **Job purpose** · - To support the compan ...

  • Artemis Recruitment Consultants Ltd

    Financial Planner

    1 day ago

    Artemis Recruitment Consultants Ltd Dorking, United Kingdom

    Our client is looking for Financial Planner to join their team in Dorking, Surrey. · **Job purpose** · - To support the company in delivering a high quality, independent service to clients · - To obtain comprehensive experience and training with a view to becoming a qualified fin ...

  • Placing Faces

    Financial Planner

    1 day ago

    Placing Faces Croydon, United Kingdom

    **Title: Financial Planner** · **Salary: £50-60k, OTE up to £90k** · **Location: South London** · Our client is an independent financial advice and wealth planning company based in South London. They advise on both personal and business financial solutions · - with one of their l ...

  • MB Fitzgerald

    Financial Planner

    4 days ago

    MB Fitzgerald Croydon, United Kingdom

    A leading independently owned Financial Planners with offices based in Croydon currently have the requirement for an experienced Financial Planner to join their fast growing team. This role has scope to be 90% remote. · Our client has appx £500M client funds under management, the ...

  • Pinstripe Personnel

    Financial Planner

    2 days ago

    Pinstripe Personnel Brighton, United Kingdom

    **Wealth / Financial Planner** · **West Sussex** · **Negotiable Salary+ Client Base + Bonuses = Genuine £80,000+** · An award winning Wealth Planning firm is looking to appoint an experienced Financial Planner to take over an existing client bank. The role has arisen due to the f ...

  • mbf.

    Financial Planner

    21 hours ago

    mbf. Croydon, United Kingdom

    A leading independently owned Financial Planners with offices based in Croydon currently have the requirement for an experienced Financial Planner to join their fast growing team. This role has scope to be 90% remote. · Our client has appx £500M client funds under management, the ...

  • Financial Divisions

    Financial Planner

    6 days ago

    Financial Divisions Westerham, United Kingdom

    **Financial Planner - Near Sevenoaks (Kent), manage a book of longstanding HNW clients and generate some new business, £70k - £85k salary + equity share (OTE £100k+)** · Are you a qualified Financial Planner/Adviser who enjoys client interaction and providing a quality and transp ...

  • Financial Divisions

    Financial Planner

    4 days ago

    Financial Divisions Westerham, United Kingdom

    Financial Planner - Near Oxted (Surrey), manage a book of longstanding HNW clients and generate some new business, £60k - £85k salary + bonus + equity share (Takehome over £100k per annum) · - Pension · - Investments · - IHT & Estate Planning · - Protections/Insurance · - Corpora ...

  • Amiqus

    Financial Planner

    2 days ago

    Amiqus South East, United Kingdom

    **A South-East based Games studio are currently looking for a Financial Planner to work closely with the COO, on the studio's day to day accounts. The studio is renowned in the Console/PC industry for creating fun, easy to play / hard to master games, with their debut title toppi ...

  • Nelson Scott LLP

    Financial Planner

    1 week ago

    Nelson Scott LLP Brighton, United Kingdom

    **Financial Planner** · **Job purpose** · To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial · planning and wealth management advice. To work within the context of an agreed business plan. All advice given to ...

  • Financial Divisions

    Chartered Financial Planner

    2 weeks ago

    Financial Divisions Westerham, United Kingdom

    **CharteredFinancial Planner -Westerham(Kent), manage a book of longstanding HNW clients and generate some new business, £70k - £85k salary + equity share (OTE £100k · - £125k )** · Are you a qualified Financial Planner/Adviser who enjoys client interaction and providing a qualit ...

  • Financial Divisions

    Senior Financial Planner

    3 weeks ago

    Financial Divisions Westerham, United Kingdom

    **Senior Financial Planner - Westerham, manage a book of longstanding HNW clients and generate some new business, £70k - £85k salary + equity share (OTE £100k - £120k)** · My client are an Independent Financial Advice firm in Westerham. They offer whole of market advice on Pensio ...

  • Old Mill

    Virtual Financial Planner

    3 weeks ago

    Old Mill Wells, United Kingdom

    Thought it was impossible to be a successful Financial Planner and achieve genuine work life balance? Think again. With our Virtual Financial Planner role you will get to devote your time to the parts of your job you love - engaging with your clients. No endless driving between c ...