Wealth Planning Client Support Administrator – 12 month Mat Cover

Are you an Administrator available for a 12-Month Maternity Cover in Horsham, West Sussex?

Join our award-winning firm of Chartered Financial Planners as an Administrator, supporting our Financial Planners in providing exceptional service to our clients.

About Benchmark Capital

Benchmark Capital offers proprietary solutions covering regulatory, platform, and investment services aimed at enhancing productivity and growth for financial advisers. We also operate our own Financial Advice business, dedicated to helping families meet their needs, aspirations, and achieve peace of mind. Our commitment to achieving positive client outcomes is central to our operations, underpinned by our Treating Customers Fairly principles.

Location

You’ll be based at our Schroders Campus near Horsham, West Sussex. This spacious and well-equipped campus offers a vibrant working environment, complete with an on-site restaurant, coffee shop, and gym. Commuters benefit from a dedicated shuttle bus to and from Horsham’s main line train station.

Role Overview

As a vital member of our client-facing teams, you will provide essential administrative support to our financial planning advisers throughout the advice process, often acting as the point of contact for clients regarding administrative matters.

Responsibilities:

• Prepare meeting packs and documentation for client meetings and annual reviews.
• Carry out day-to-day administrative functions, including application submissions and maintaining data on our internal CRM system.
• Ensure ongoing communication with clients and providers throughout processing.
• Conduct electronic Anti-Money Laundering (AML) checks.
• Obtain necessary information from ceding schemes and providers to support research.
• Assist in preparing recommendation reports and client correspondence.
• Manage new business submissions and asset transfers, ensuring compliance documentation is submitted.
• Prepare and send documents for electronic signing via Adobe Sign.
• Address telephone and email inquiries from clients and providers.
• Handle general administrative tasks such as post, scanning, photocopying, and filing.

Requirements:

• Minimum of 12 months of administrative experience within Financial Services, preferably in wealth management or financial planning.
• Familiarity with Client Management Systems.
• Strong ability to prioritize tasks in a fast-paced environment while maintaining composure under pressure.
• Excellent communication skills and a professional telephone manner.
• Motivated team player capable of building relationships with advisers and clients.

Preferred Knowledge and Qualifications:

• R01, FA1, FA2 Qualified, or an aspiration to qualify is advantageous.

What We Value

We are committed to excellent client outcomes and service. Our dedication to diversity and inclusion is a strategic priority, ensuring an equitable work environment for all individuals, regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

If you wish to be part of a collaborative and supportive team at a leader in the financial services industry, we would love to hear from you!

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