Overview
We are looking for a dedicated Client Support Administrator to join our successful and award-winning team of Chartered Financial Planners. As an integral part of the business, you’ll provide crucial administrative support to our Financial Planners, ensuring a seamless and exceptional experience for our clients.
Department: Administration
Location: Derry
What you'll do
* Support Financial Planners with the organisation of client meetings, both online and in-person.
* Act as the first point of contact for clients on all administrative matters.
* Complete and submit applications, keeping data current on our Enable CRM system.
* Communicate consistently with clients and providers throughout all processing activities.
* Conduct electronic AML (Anti-Money Laundering) checks.
* Oversee documentation for new business and asset transfers, ensuring full compliance and uploading relevant documents to Enable.
* Gather key information and collate client data and product details for analysis and reports.
* Prepare documents for electronic signature via Adobe Sign and respond promptly to all client/provider inquiries.
* Support additional administrative and team objectives as required.
The knowledge, experience and qualifications you need
* Experience working collaboratively within a team and building effective relationships.
* Initiative and the ability to operate effectively both independently and as part of a team.
* Strong attention to detail and the ability to multi-task in a fast-paced, deadline-driven environment.
* Proficient in Microsoft Office Suite and able to quickly learn new internal systems (Enable, Fusion, Wealth Platform).
* Willingness to complete educational and training tutorials on our platforms.
* Excellent communication skills—both written and verbal—with a strong telephone manner.
* Flexible, positive attitude with a commitment to high client care standards.
* R01, FA1, FA2 qualification(s) or an interest in pursuing them is advantageous.
The base
You'll be based at our regional office in Derry, which serves as a dynamic hub where innovation and collaboration flourish. Located in the heart of this vibrant city in Northern Ireland, our office offers easy access to a wide range of local amenities, restaurants, and cultural attractions, all within a friendly and professional setting. The office features modern facilities and resources designed to support your work and enhance productivity.
We value work-life balance and are proud that our Derry location fosters a supportive and inclusive community for all team members.
We’re looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company, its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Other
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