Client Support Administrator - 12 month FTC (Part Time)
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. This is a part-time 12-month maternity cover position (20 hours per week). About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. Ensuring good client outcomes, with the client’s interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles are embedded within our organisation and we take responsibility for embracing and promoting our duty of care to all clients. The base You'll be based at our Schroders 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. What you'll do As a key member of our client facing teams, your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process. This will frequently also mean that you will be the clients’ point of contact for administrative matters. Prepare meeting packs and documentation/reports for client meetings and annual client reviews. Carry out day to day administrative functions, complete and submit applications, keeping data up to date on Enable (internal CRM system). Ensure contact with clients/providers is maintained throughout any processing. Completing electronic AML checks. Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research. Assist with the collation of client data and documents in the construction of suitable recommendation reports. New business submission and asset transfers – manage the case documentation process. Preparing and issuing documents to be signed electronically via Adobe sign. Deal with telephone and email enquiries from clients and providers. Dealing with post, scanning, photocopying, filing and emails. The knowledge, experience and qualifications you need Motivated and comfortable working in teams. Ability to prioritise multiple tasks in a deadline driven environment. Minimum of 12 months administration experience within Financial Services. Experience with Client Management Systems. Excellent telephone manner, communication skills and high standards of literacy are essential. The knowledge, experience and qualifications that will help R01, FA1, FA2 Qualified, or looking to qualify, is an advantage. What you'll be like Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients. We're looking for the best, whoever they are. Our purpose is to provide excellent client outcomes and service. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose.
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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. This is a part-time 12-month maternity cover position (20 hours per week). About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. Ensuring good client outcomes, with the client’s interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles are embedded within our organisation and we take responsibility for embracing and promoting our duty of care to all clients. The base You'll be based at our Schroders 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. What you'll do As a key member of our client facing teams, your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process. This will frequently also mean that you will be the clients’ point of contact for administrative matters. Prepare meeting packs and documentation/reports for client meetings and annual client reviews. Carry out day to day administrative functions, complete and submit applications, keeping data up to date on Enable (internal CRM system). Ensure contact with clients/providers is maintained throughout any processing. Completing electronic AML checks. Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research. Assist with the collation of client data and documents in the construction of suitable recommendation reports. New business submission and asset transfers – manage the case documentation process. Preparing and issuing documents to be signed electronically via Adobe sign. Deal with telephone and email enquiries from clients and providers. Dealing with post, scanning, photocopying, filing and emails. The knowledge, experience and qualifications you need Motivated and comfortable working in teams. Ability to prioritise multiple tasks in a deadline driven environment. Minimum of 12 months administration experience within Financial Services. Experience with Client Management Systems. Excellent telephone manner, communication skills and high standards of literacy are essential. The knowledge, experience and qualifications that will help R01, FA1, FA2 Qualified, or looking to qualify, is an advantage. What you'll be like Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients. We're looking for the best, whoever they are. Our purpose is to provide excellent client outcomes and service. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose.
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