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, 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. We support high quality financial advisers with our award-winning technology and support services. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals. 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. 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. Commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station. What you'll do
Your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process, serving as the clients' point of contact for administrative matters. Your role includes: 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 and prepare related client correspondence. Manage the case documentation process including upload and submission of required compliance documents to Enable. Prepare and issue documents to be signed electronically via Adobe sign. Deal with telephone and email enquiries from clients and providers. Handle post, scanning, photocopying, filing and emails. The knowledge, experience and qualifications you need
Minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business. Experience with Client Management Systems. Excellent telephone manner, communication skills and high standards of literacy are essential. Able to prioritize multiple tasks in a deadline-driven environment. Aspirational, embracing change and understanding our corporate culture. 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, delivering your own responsibility for the duty of care to our clients. Diversity and Inclusion
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. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.
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Our award-winning, proprietary solutions cover regulatory, platform and investment services, 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. We support high quality financial advisers with our award-winning technology and support services. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals. 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. 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. Commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station. What you'll do
Your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process, serving as the clients' point of contact for administrative matters. Your role includes: 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 and prepare related client correspondence. Manage the case documentation process including upload and submission of required compliance documents to Enable. Prepare and issue documents to be signed electronically via Adobe sign. Deal with telephone and email enquiries from clients and providers. Handle post, scanning, photocopying, filing and emails. The knowledge, experience and qualifications you need
Minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business. Experience with Client Management Systems. Excellent telephone manner, communication skills and high standards of literacy are essential. Able to prioritize multiple tasks in a deadline-driven environment. Aspirational, embracing change and understanding our corporate culture. 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, delivering your own responsibility for the duty of care to our clients. Diversity and Inclusion
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. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.
#J-18808-Ljbffr
