James Benson

Financial Planner

Shrewsbury, England, United Kingdom

About

Experience

  • Financial Planner at Perspective Financial Group Ltd
    Mar 2026 - Present · 4 mos

  • Financial Planner at Crown Wealth Management Ltd
    Sep 2015 - Mar 2026 · 10 yrs 7 mos

    I started work in the client services team where I gained experience speaking with clients and dealing with providers. Once my experience increased, I became a Wealth Management Assistant which involved attending client meetings with the adviser and understanding each client’s needs and objectives in a lot more detail. Now I am level 4 qualified I will take a more prominent role in dealing with existing and new clients. I also utilise my previous skillset and take responsibility for managing our IT systems and implementing new technology and processes within the business.

  • JCB Undergraduate Scheme at JCB
    Sep 2013 - Sep 2014 · 1 yr 1 mo

    This year long placement was split between different business units within JCB; meaning I had the opportunity to experience four totally different roles. During the first placement at ‘Compact Products’ I was responsible for ensuring the pre production machines were built on time and to rectify any issues I had found during a virtual CAD build I had completed. My second placement was with the ‘Group Structures’ team where I designed rigs required for fatigue testing of different welded fabrications. On my third placement at ‘Power Products’ I generated marketing and technical information to be sent to dealers to inform them of new product launches. My final placement was within Industrial design where I was tasked to design the next generation lighting tower for ‘Power Products’. Throughout the year I was involved in multiple presentations to higher management and on one occasion the chairman. I was also a mentor for a sixth form college taking part in the ‘Engineering Education Scheme’, this involved weekly meetings to help the students where I provided technical assistance as well as helping them manage their project.

  • Jaguar Land Rover Work Placement at Jaguar Land Rover
    Jun 2013 - Sep 2013 · 4 mos

    My time spent at JLR gave me an invaluable insight into how a global automotive company operates. I was involved in a wide variety of different tasks which not only made the placement very interesting but also gave me lots of experience over a short period of time. Being able to communicate effectively with engineers and quickly start new jobs and objectives was crucial. Although most of my time was spent within body engineering I was also able to experience industrial design, climate control testing, competitor benchmarking and the product creation system. Overall I hugely benefitted from this placement and received very positive feedback at my final review.