Job Description

Description

We are looking for an Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role.

Key Responsibilities

Client Support:

Assist the Financial Planner in facilitating client meetings, both virtually and in-person. Serve as the primary point of contact for clients on administrative matters.

Administrative Functions:

Perform daily administrative tasks, including completing and submitting applications while ensuring data is current on the Enable internal CRM system. Maintain consistent communication with clients and providers throughout all processing activities.

Compliance and Documentation:

Conduct electronic Anti-Money Laundering (AML) checks. Manage the documentation process for new business submissions and asset transfers, which includes uploading and submitting required compliance documents to Enable.

Information Gathering:

Gather information, quotes, illustrations, and product details for analysis. Compile client data and documentation to construct tailored recommendation reports and accompanying client correspondence.

Communication:

Prepare and issue documents for electronic signatures via Adobe Sign. Respond promptly to telephone and email inquiries from clients and providers.

Additional Support:

Perform any additional tasks as needed to support team and business objectives.

Skills, Knowledge & Expertise

Motivated and comfortable working collaboratively across the business, building relationships with internal and external stakeholders Capable of taking initiative while also functioning effectively as part of a team. Demonstrates exceptional attention to detail. Skilled in prioritising multiple tasks in a fast-paced, deadline-driven environment; able to make decisions and maintain composure under pressure. Proficient in the Microsoft Office Suite. Required to complete a variety of educational and training tutorials on our internal client management systems, as well as client asset custody and administration platforms, including Enable and Fusion, and become fully familiar with our online client portal, Wealth Platform. Embraces change and actively contributes to our corporate culture. Possesses excellent telephone manner, communication skills, and a strong command of written language. Strong verbal and written communication skills. R01, FA1, FA2 Qualified, or looking to qualify, is an advantage

What you'll be like

Collaborative Team Player:

You thrive in a team-oriented environment, valuing input from others and contributing positively to group dynamics.

Commitment to Client Care:

Advocate for Treating Customers Fairly principles, demonstrating a strong commitment to the duty of care for our clients.

Enthusiasm and Detail Orientation:

Enthusiastic and conscientious, with a keen attention to detail and a focus on continuous improvement.

Positive Problem-Solving Attitude:

A proactive problem solver with a positive attitude, dedicated to achieving excellent client outcomes.

Interest in Financial Planning:

Possesses a genuine interest in understanding the financial planning lifecycle and how our systems and offerings enhance the overall client experience.

The base

You'll be based at our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.

About Benchmark Capital

Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey - from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.



We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.



As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.



As part of the

Schroders Plc Group

, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over 750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services businesses.

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.