Part-Time Client Support Data Administrator (20 Hours per Week - Maternity Cover)
Overall Purpose of the Job We are looking for a motivated Administrator to join our successful and award-winning firm of Chartered Financial Planners, providing essential support to our Financial Planners during a period of maternity cover.
About Benchmark Capital Our award-winning proprietary solutions encompass regulatory, platform, and investment services, crafted to assist advisers at each step of their journey—from launching and running a financial advice business effectively to accelerating its growth and maximising its value. We empower high-quality financial advisers with our advanced technology and support services. Through our own Financial Advice business, we aim to help families find tailored solutions, achieving their needs and aspirations with peace of mind. Central to our mission is ensuring positive client outcomes, with the client's best interests guiding our decision-making. We embody the Treating Customers Fairly principles across our organisation, actively promoting our duty of care to all clients, including those who may require additional support.
The Base You will be based at our Schroders Business Campus, located near Horsham in West Sussex. This large countryside campus is renowned for its high standards and international reputation, providing a unique working environment away from the hustle of city life. We leverage cutting-edge software and hardware to support our offices, and the spacious facilities create a conducive atmosphere for our team. Amenities include an on-site restaurant, coffee shop, and gym, along with a dedicated shuttle bus service to and from Horsham's mainline train station.
What You'll Do As a vital member of our client-facing teams, your main responsibility will be to provide administrative support to our financial planning advisers throughout their advice process. You will often serve as the primary point of contact for clients regarding administrative matters.
Your role will include the following key responsibilities: Prepare meeting packs and documentation/reports for client meetings and annual reviews, assisting the Financial Planner in delivering client meetings both electronically and in person. Perform daily administrative tasks, complete and submit applications, and maintain up-to-date data on our internal CRM system, Enable. Ensure ongoing communication with clients and providers throughout processing. Conduct electronic Anti-Money Laundering (AML) checks. Prepare and send letters of authority to obtain information on client policies from ceding schemes and providers to support research. Assist in collating client data and documents for suitable recommendation reports and prepare related client correspondence. Manage the case documentation process for new business submissions and asset transfers, including uploading and submitting required compliance documents to Enable. Prepare and issue documents for electronic signatures via Adobe Sign. Handle telephone and email enquiries from clients and providers. Manage post, scanning, photocopying, filing, and emails.
The Knowledge, Experience, and Qualifications You Need * Motivated team player, capable of working independently and developing relationships with advisers, clients, and professional contacts. * Ability to prioritise multiple tasks in a deadline-driven environment, with strong decision-making skills and the capability to remain calm under pressure. * Minimum of 12 months of administrative experience within Financial Services, preferably in a wealth management or financial planning context. * Familiarity with Client Management Systems. * Willingness to complete educational and training tutorials on our internal client management and asset custody systems, Enable and Fusion, as well as familiarity with our online client portal, Wealth Platform. * Ambitious, embracing change and actively participating in our corporate culture. * Excellent telephone manner, communication skills, and a strong command of literacy are essential.
The Knowledge, Experience, and Qualifications that Will Help * R01, FA1, FA2 qualifications, or a desire to qualify, are advantageous.
What You'll Be Like * An advocate for the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.
We Recognise Potential, Whoever You Are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.
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Overall Purpose of the Job We are looking for a motivated Administrator to join our successful and award-winning firm of Chartered Financial Planners, providing essential support to our Financial Planners during a period of maternity cover.
About Benchmark Capital Our award-winning proprietary solutions encompass regulatory, platform, and investment services, crafted to assist advisers at each step of their journey—from launching and running a financial advice business effectively to accelerating its growth and maximising its value. We empower high-quality financial advisers with our advanced technology and support services. Through our own Financial Advice business, we aim to help families find tailored solutions, achieving their needs and aspirations with peace of mind. Central to our mission is ensuring positive client outcomes, with the client's best interests guiding our decision-making. We embody the Treating Customers Fairly principles across our organisation, actively promoting our duty of care to all clients, including those who may require additional support.
The Base You will be based at our Schroders Business Campus, located near Horsham in West Sussex. This large countryside campus is renowned for its high standards and international reputation, providing a unique working environment away from the hustle of city life. We leverage cutting-edge software and hardware to support our offices, and the spacious facilities create a conducive atmosphere for our team. Amenities include an on-site restaurant, coffee shop, and gym, along with a dedicated shuttle bus service to and from Horsham's mainline train station.
What You'll Do As a vital member of our client-facing teams, your main responsibility will be to provide administrative support to our financial planning advisers throughout their advice process. You will often serve as the primary point of contact for clients regarding administrative matters.
Your role will include the following key responsibilities: Prepare meeting packs and documentation/reports for client meetings and annual reviews, assisting the Financial Planner in delivering client meetings both electronically and in person. Perform daily administrative tasks, complete and submit applications, and maintain up-to-date data on our internal CRM system, Enable. Ensure ongoing communication with clients and providers throughout processing. Conduct electronic Anti-Money Laundering (AML) checks. Prepare and send letters of authority to obtain information on client policies from ceding schemes and providers to support research. Assist in collating client data and documents for suitable recommendation reports and prepare related client correspondence. Manage the case documentation process for new business submissions and asset transfers, including uploading and submitting required compliance documents to Enable. Prepare and issue documents for electronic signatures via Adobe Sign. Handle telephone and email enquiries from clients and providers. Manage post, scanning, photocopying, filing, and emails.
The Knowledge, Experience, and Qualifications You Need * Motivated team player, capable of working independently and developing relationships with advisers, clients, and professional contacts. * Ability to prioritise multiple tasks in a deadline-driven environment, with strong decision-making skills and the capability to remain calm under pressure. * Minimum of 12 months of administrative experience within Financial Services, preferably in a wealth management or financial planning context. * Familiarity with Client Management Systems. * Willingness to complete educational and training tutorials on our internal client management and asset custody systems, Enable and Fusion, as well as familiarity with our online client portal, Wealth Platform. * Ambitious, embracing change and actively participating in our corporate culture. * Excellent telephone manner, communication skills, and a strong command of literacy are essential.
The Knowledge, Experience, and Qualifications that Will Help * R01, FA1, FA2 qualifications, or a desire to qualify, are advantageous.
What You'll Be Like * An advocate for the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.
We Recognise Potential, Whoever You Are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.
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