Senior Financial Planner: Holistic Wealth & Lifelong Planning

Company: Benchmark Capital
Apply for the Senior Financial Planner: Holistic Wealth & Lifelong Planning
Location: Shrewsbury
Job Description:

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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Posted: October 15th, 2026