Client Support Brighton - FTC - Benchmark Capital Horsham, England
Job description
Who are we looking for
We are looking for an Administrators to join our successful and award-winning firm of Chartered Financial Planners and support the Financial Planners in their role.
About Benchmark
Benchmark powers financial advisers through insight and integrated tools, services and investment solutions that help them differentiate their client proposition.
Helping advisers to look after their clients is at the centre of everything we do. Our award-winning solutions support over 1600 advisers with £18 billion of assets under advice.
With a technology-led ecosystem of regulatory, platform, and investment services, and our own financial planning business, our approach is guided by delivering safety and security for customers and focused on positive client outcomes.
We believe that first-class client service and integrated technology are essential components for long-term success. Our seamless, holistic approach works in harmony both to empower advisers and their clients and to generate tangible financial and competitive advantages.
We work with some of the most successful financial planning firms in the UK, bringing the power of technology to advice and wealth management.
The base
– You will be part of one of our regional offices in Brighton.
– We know that helping you balance personal and professional commitments is key to both your wellbeing and our shared success, so we're open to flexible working.
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:
– 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
– Dealing with post, scanning, photocopying, filing and emails
– Prepare and send letters of authority and obtain information on client policies to support research
– Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence
– Issuing communications for Group Scheme members
– Producing schedules for Group Scheme clients in relation to Employee Benefits
– Updating Group Risk Scheme Reviews
– Producing membership data for Group Risk Scheme renewal quotations
– Inputting risk questionnaires and generating risk reports for Group Scheme members
– Diarising annual reviews and making appointments – Group Risk Schemes and Annual Pension Scheme Corporate Governance,
– New business submission – manage the case documentation process incl. upload and submission of required compliance documents to Enable (our internal client management system)
– Prepare meeting packs and reports for Group Scheme Member meetings. Supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.
– Preparing and issuing documents to be signed electronically via Adobe sign
– Deal with telephone and email enquiries from client and providers
– Receiving visitors
– Other general admin duties as and when required
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
– Solid Administration experience within Financial Services, ideally within a wealth management and/or financial planning business. Experience of Group Scheme/employee benefits would be advantageous
– R01, FA1, FA2 Qualified, or looking to qualify, is an advantage There is the opportunity to obtain financial qualifications, but this is not essential
– 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.
We're looking for the best, whoever they are
Benchmark is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age, or disability.
