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Client Support Administrator
4 months ago
Exciting Opportunity: IFA Administrator at Benchmark Capital in Maidstone
Join our dynamic team at Benchmark Capital, an award-winning firm of Chartered Financial Planners. We are currently seeking a dedicated Administrator to support our Financial Planners, and contribute to our mission of providing superior financial advice and solutions.
About Us
Benchmark Capital is a leading firm providing award-winning, proprietary solutions in regulatory, platform, and investment services. We are committed to supporting advisers at every stage of their journey, from starting a financial advice business to accelerating its growth.
Our own Financial Advice business is dedicated to helping families find solutions that meet their needs and aspirations. We believe in ensuring good client outcomes, with the client's interests at the core of our decision-making process. We are committed to the principles of Treating Customers Fairly and take responsibility for promoting our duty of care to all clients, including those who may be more vulnerable.
The Role
Based in our Maidstone office, you will be a key member of our client-facing teams, providing administrative support to our financial planning advisers. Your responsibilities will include:
- Preparing meeting packs and documentation/reports for client meetings and annual client reviews.
- Carrying out day-to-day administrative functions, keeping data up to date on our internal CRM system.
- Ensuring contact with clients and providers is maintained throughout any processing.
- Completing electronic AML checks.
- Managing the case documentation process including submission of required compliance documents.
We understand the importance of work-life balance and offer flexible working arrangements to help you balance personal and professional commitments.
What We're Looking For
We're seeking motivated individuals who are comfortable working in teams and taking the initiative. You should have:
- A minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
- Experience with Client Management Systems.
- Excellent telephone manner, communication skills, and high standards of literacy.
You will also be required to complete training on our internal client management and client asset custody systems.
What Will Give You An Edge
If you're R01, FA1, FA2 Qualified, or looking to qualify, it will be an advantage. We value individuals who promote the principles of Treating Customers Fairly and those who are committed to delivering their duty of care to our clients.
Join Us
At Benchmark Capital, we believe in recognising potential, whoever you are. We are an equal opportunities employer and welcome all individuals, regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.
If you're ready to be part of our success story, apply today
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For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA):
SIMNA endeavors to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the SIMNA HR Team at SchrodersUSRecruitment@Schroders.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA’s EEO POLICY STATEMENT . If you’d like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .
