Job Description

Description

Are you analytical, detail-driven, and ready to build a career in financial operations?

Join our Funding and Disbursements team, where precision and collaboration are key to ensuring smooth and accurate investment transactions.

What you'll do

As an

Operations Associate

in the

Funding and Disbursements

team, you'll play a key role in ensuring the smooth movement of money across our investment platform. Your responsibilities will include:Processing and verifying client funding requests, withdrawals, and payments. Ensuring timely and accurate disbursement of funds in line with regulatory and internal guidelines. Investigating and resolving payment issues, including failed transactions or mismatches. Liaising with custodians, banks, and advisor firms to ensure efficient cash flow and reconciliation. Maintaining accurate records and ensuring data integrity across financial systems. Participating in team meetings and contributing to process improvements. Receiving cross-training to support other operational functions as needed.

The knowledge, experience and qualifications you need

We welcome applications from both entry-level candidates and experienced professionals. You'll ideally bring:

For entry-level applicants:

Recent graduate or equivalent, with 5 GCSEs including Maths and English Language. Minimum of 2 A Levels or equivalent qualifications. Eagerness to learn and grow within a regulated financial environment.

For experienced professionals:

Background in platform operations or financial services administration. Familiarity with trade lifecycle processes, settlements, and client servicing. Proven ability to work accurately under pressure and meet deadlines.

In both cases, you'll also need:

High attention to detail and a commitment to data accuracy. Strong communication and interpersonal skills. Ability to work independently and collaboratively within a team. A proactive mindset and willingness to support wider team activities.

The base

You'll be based at the

Benchmark Head Office

, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. 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.

Whether you're starting out or bringing experience, we offer:A supportive team environment focused on precision and collaboration. Opportunities for growth and development in financial operations. Exposure to trade lifecycle management and settlement processes. A chance to make a real impact in a fast-evolving business.

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.