Wealth Planning Client Support Administrator

Overall purpose of the job

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. 

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.

We support high quality financial advisers with our award-winning technology and support services. And with our own Financial Advice business, we help families find solutions to meet their needs and aspirations and achieve peace of mind. 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, including those who may be more vulnerable than others.

The base

You’ll be based at our Schroders Business 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. 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.

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. 

Your role will be providing administration support for Chartered Financial Planners in all aspects of their advice process including the following:

• Key Role Element – Prepare meeting packs and documentation/reports for client meetings and annual client reviews. Supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.
• 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
• New business submission and asset transfers – manage the case documentation process incl. upload and submission of required compliance documents to Enable (our internal client management system)
• Preparing and issuing documents to be signed electronically via Adobe sign
• Deal with telephone and email enquiries from client and providers
• Dealing with post, scanning, photocopying, filing and emails

The knowledge, experience and qualifications you need

• Motivated and comfortable working in teams. Able to act on your own initiative and develop relationships with both advisers, clients, and professional connections.
• Ability to prioritise multiple tasks in a deadline driven environment, the ability to make decisions and to work calmly under pressure are all key attributes
• Minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
• Experience with Client Management Systems.
• You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, Enable and Fusion, as well as be fully conversant with our online client portal, Wealth Platform.
• Aspirational, you will be an individual who embraces change and understands and shares our corporate culture.
• 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. 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

Important information: Benchmark Capital Limited, Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621.

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