Description
We are seeking a proactive and organised Client Support Administrator to join our team on a 12-month maternity cover contract, based in our Broadstone office in Dorset. In this key role, you'll deliver exceptional client service and provide vital administrative support to our Financial Planners. You'll be the primary administrative contact for clients, ensuring efficient processing, upholding compliance standards, and contributing to an outstanding client experience.
What you'll do
Client Support
Assist Financial Planners in facilitating client meetings, both virtually and in person
Serve as the primary point of contact for clients regarding administrative queries
Administrative Functions
Carry out daily administrative tasks, including the completion and submission of applications
Ensure all client data is accurate and up-to-date on our internal CRM system (Enable)
Maintain regular communication with clients and providers throughout all processing activities
Compliance and Documentation
Conduct electronic Anti-Money Laundering (AML) checks
Manage documentation for new business submissions and asset transfers
Upload and submit all required compliance documentation through Enable
Information Gathering
Obtain relevant information, quotes, illustrations, and product details for analysis
Compile client data and documentation to create tailored recommendation reports and client correspondence
Communication
Prepare and issue documents for electronic signatures using Adobe Sign
Respond promptly to telephone and email enquiries from clients and providers
Additional Support
Undertake ad-hoc tasks and provide general support to help achieve team and business objectives
The knowledge, experience and qualifications you need
* Motivated and confident in working collaboratively across the business, building strong relationships with both internal colleagues and external stakeholders.
* Proactive and able to use initiative, while also thriving as a supportive member of the team.
* Demonstrates excellent attention to detail in all aspects of work.
* Highly organised, with the ability to prioritise multiple tasks effectively in a fast-paced, deadline-driven environment; able to make decisions and remain calm under pressure.
* Proficient in Microsoft Office applications.
* Willing to complete a range of educational and training tutorials on our internal client management systems and administration platforms, including Enable and Fusion, becoming fully familiar with our online client portal, Wealth Platform.
* Embraces change and actively contributes to a positive corporate culture.
* Possesses a professional telephone manner and demonstrates strong verbal and written communication skills.
* Hold (or working towards) relevant qualifications such as R01, FA1, and FA2, which would be an advantage.
The base
You'll be based at our regional office in Broadstone, Dorset - a supportive hub where collaboration and innovation are at the heart of everything we do. Conveniently located just three miles (5 kilometres) from Hamworthy railway station and seven miles (11 kilometres) from Bournemouth International Airport, our office offers easy access for commuters and visitors alike. You'll benefit from modern facilities and all the resources you need to excel in your role, all within a welcoming and professional environment.
We are committed to maintaining a healthy work-life balance, and our Broadstone location helps foster a close-knit and supportive community for all colleagues.
About Benchmark Capital
Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey – from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.
We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.
As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly 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.
As part of the Schroders Plc Group, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over £750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services businesses.
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.