Benchmark Capital
We are seeking an experienced and client-focused Senior Financial Planner to join our growing Midlands team, providing high-quality financial planning advice to a diverse client base. The role involves developing tailored lifetime financial strategies, conducting regular reviews, and delivering holistic solutions across pensions, investments, and estate planning. This position offers the opportunity to work within a supportive environment backed by market-leading technology and dedicated specialist teams.
Benchmark Capital. Powering financial advisers through insight and integrated tools, services and investment solutions that differentiate their client proposition.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Benchmark Capital.
Benchmark Capital didn’t post a salary, so this is our estimate from similar listings.
9% below the average for this role