Senior Financial Planner - Holistic Wealth Strategy & Client Growth

Benchmark Capital Limited in Shrewsbury is seeking an experienced Senior Financial Planner to join our Midlands team. You will provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and professional intermediaries.

Working closely with clients to understand their goals and aspirations, you will develop and deliver tailored lifetime financial strategies, conduct regular reviews, and provide proactive ongoing advice.