Benchmark Capital
Financial Planner
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Department: Advice - Employed
Location: Canterbury
Description
Build your Financial Planning career with Verum Financial Planning
Are you an ambitious Financial Planner looking to take the next step in your career?
Verum Financial Planning is seeking a motivated and client-focused Financial Planner to join our growing team in Canterbury, Kent. This is an excellent opportunity for a qualified adviser who has gained a few years of industry experience and is looking to develop their career within a supportive, forward-thinking and relationship-led business.
Whether you're already progressing towards Chartered status or are looking for an environment that will support your professional development, this role offers clear career progression, ongoing learning opportunities and the chance to work closely with experienced planners and support professionals.
What you'll do
As a Financial Planner, you'll provide holistic financial planning advice to a diverse range of clients while developing long-term relationships built on trust and exceptional service.
You'll be supported by an experienced team and have the opportunity to continue developing your technical knowledge and advisory skills while progressing towards Chartered status.
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What you'll be doing
- Delivering holistic financial planning and wealth management advice to clients
- Conducting detailed fact-finds and financial reviews
- Producing tailored recommendations across pensions, investments, protection and tax planning
- Presenting financial plans and suitability recommendations to clients
- Building and maintaining long-term client relationships
- Managing and developing your own client portfolio
- Identifying opportunities for business development, referrals and networking
- Collaborating with paraplanners and administrators to ensure an excellent client experience
- Contributing to the ongoing growth and development of the practice
- Continuing your professional development towards Chartered status
The knowledge, experience and qualifications you need
Qualifications
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Working towards Chartered status or committed to achieving it
Experience
- Minimum three years' experience as a Financial Planner within a financial advice practice
- Experience delivering holistic financial planning advice
- Comfortable conducting client meetings both remotely and face-to-face
- Proven ability to build strong and lasting client relationships
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Technical Knowledge
You'll have a solid understanding of:
- Investment planning
- Pension and retirement planning
- Protection planning
- Estate and inheritance tax planning
- Financial planning best practice and regulatory requirements
Experience in areas such as trusts, long-term care planning or specialist pension advice would be advantageous.
The base
You'll be based at Verum Financial Planning's office in Kent, conveniently located with access to Canterbury and the surrounding area. The office provides a professional and collaborative working environment supported by modern technology and experienced colleagues.
We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
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