About Us
Benchmark Capital is a leading financial services group supporting financial advisers and wealth managers. With innovation at our core, we provide best-in-class technology, compliance support, and investment services to help firms grow and serve their clients effectively. As part of the Schroders Group, we combine financial stability with a forward-thinking, agile environment.
The Role
The primary purpose of this role is to provide administrative, compliance, and client communication support for our Chartered Financial Planners. As a Client Support Administrator, you will play a crucial part in delivering high-quality service to our clients and supporting the overall efficiency of our operations.
Responsibilities
* Assist Financial Planners with the arrangement and facilitation of client meetings, both virtually and in-person.
* Serve as the primary point of contact for clients on administrative matters.
* Complete and submit applications, maintain client data on internal systems, and perform daily administrative tasks.
* Conduct electronic Anti-Money Laundering (AML) checks.
* Manage the documentation process for new business submissions and asset transfers, including compiling and uploading compliance documentation.
* Gather information, product details, and quotes to support client recommendations.
* Handle client and provider enquiries via telephone and email, ensuring timely and professional communication.
* Prepare and issue documents for electronic signatures via Adobe Sign.
* Provide additional administrative support to ensure smooth team and business operations.
Experience
* Experience within financial services administration is preferred.
* Strong attention to detail and organisational skills.
* Confident communicator with excellent verbal and written skills.
* Able to prioritise multiple tasks in a fast-paced, deadline-driven environment.
* Comfortable working collaboratively and independently.
* Proficient in the Microsoft Office Suite.
* Willingness to complete internal training on systems such as Enable, Fusion, and our Wealth Platform.
* R01, FA1, FA2 qualifications, or a desire to attain them, are advantageous.