Client Support

6 months ago

Derry, United Kingdom Schroders Full time

Overall purpose of the job

We are looking for an Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role.

About Benchmark

Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey - from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value.

We support high quality financial advisers with our award-winning technology and support services. And with our own Financial Advice business, we help families find solutions to meet their needs and aspirations and achieve peace of mind. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals.

Ensuring good client outcomes, with the client’s interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles 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.

The base

You'll be based at our one of our regional offices in Derry.

We know that helping you balance personal and professional commitments is a big part of that, so we're open to flexible working. Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need.

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:

- Key Role Element - Prepare meeting packs and documentation/reports for client meetings and annual client reviews. Supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.
- Ensure contact with clients / providers is maintained throughout any processing
- Completing electronic AML checks
- Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research
- Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence
- New business submission and asset transfers - manage the case documentation process incl. upload and submission of required compliance documents to Enable (our internal client management system)
- Preparing and issuing documents to be signed electronically via Adobe sign

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
- Minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
- 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.

The knowledge, experience and qualifications that will help
- R01, FA1, FA2 Qualified, or looking to qualify, is an advantage

What you'll be like
- Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients

We're looking for the best, whoever they are

Our purpose is to provide excellent client outcomes and service. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics

Important information: Benchmark Capital Limited, Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621.

  • Accommodation Support Worker

    6 months ago

    Derry, United Kingdom First Housing Aid & Support Services Full time

    _**NB Shortlisting will be undertaken on the basis of the enclosed person specification, so please address all criteria listed in the person specification when completing your CV.**_ **Based in our Damien House Accommodation Project, Derry/Londonderry** **Information about our Damien House Project** Damien House is a 12 bed, high tolerance unit that works...

  • Night Support Worker

    6 months ago

    Derry, United Kingdom First Housing Aid & Support Services Full time

    _**NB Shortlisting will be undertaken on the basis of the enclosed person specification, so please address all criteria listed in the person specification when completing your CV.**_ **Information about our Night Support Service** First Housing Aid and Support Services supports individuals and families who are homeless, or at risk of becoming...

  • Regional Administrator

    7 months ago

    Derry, United Kingdom Cruse Bereavement Support Full time

    **The role** Will be responsible for the day to day running of the local office, managing referrals calls from people who are bereaved, supporting volunteers with service delivery and ensuring effective recording and management of relevant systems and processes. This post is based In Foyle Office and will manage meeting spaces across Western Trust area for...

  • Business Support Officer

    6 months ago

    Derry, United Kingdom Conexus Recovery Full time

    At Conexus Recovery & Field Services, we pride ourselves on delivering specialist field services to clients in the Utility and Banking Finance sectors. We are currently seeking a dedicated Business Support Officer to join our team and assist our doorstep agents in the Republic of Ireland (ROI) and Northern Ireland. If you're a self-motivated individual with...

  • Admin Support Officer

    5 months ago

    Derry, United Kingdom Conexus Recovery Full time

    Conexus Recovery & Field Services provides specialist Field services to our clients across the Utility and Banking Finance Sectors. Conexus Recovery & Field Services is looking for an Admin Support Officer to assist our doorstep agents in ROI & Northern Ireland. We are looking for a self-motivated individual who has a good eye for detail and most...

  • Admin Support Officer

    5 months ago

    Derry, United Kingdom Conexus Recovery Full time

    Conexus Recovery & Field Services provides specialist Field services to our clients across the Utility and Banking Finance Sectors. Conexus Recovery & Field Services is looking for an Admin Support Officer to assist our doorstep agents in ROI & Northern Ireland. We are looking for a self-motivated individual who has a good eye for detail and most...

  • Healthcare Support Workers

    5 months ago

    Derry, United Kingdom AA Euro Healthcare Full time

    AA Euro Healthcare are currently recruiting for qualified Healthcare Support staff **(relief)** to accommodate our clients based in Derry and surrounding areas. **Applicants must have**: - **Support Workers - NVQ level 3 Healthcare Support/Intellectual Disability support/Social environment or similar**: - Must have minimum 1 years experience working...

  • Support Worker- Derry

    5 months ago

    Derry, United Kingdom Live Connected Full time

    Are you passionate about making a difference in someone's life? Join our growing Care company where you can transform someone else's life while transforming your own too! As a Support Worker no two days will be the same. The duties and responsibilities of a support worker are unique and varied because the people you support each day have unique needs. When...

  • Support Worker

    6 months ago

    Derry, United Kingdom Live Connected Full time

    Are you passionate about making a difference in someone's life? Join our growing Care company where you can transform someone else's life while transforming your own too! As a Support Worker no two days will be the same. The duties and responsibilities of a support worker are unique and varied because the people you support each day have unique needs. When...

  • Health Care Support Worker

    6 months ago

    Derry, United Kingdom Keenan Recruitment Full time

    Market Leading Keenan Recruitment is recruiting for experienced Healthcare Assistants to work Hospital Healthcare Support Work shifts in Altnagelvin Hospital. This is a fantastic opportunity to gain paid, public service experience through a multi-award winning, top tier supplier of Healthcare Support Work staff to the NHS. As Tier one contracted supplier...

  • Health Care Support Worker

    5 months ago

    Derry, United Kingdom Keenan Recruitment Full time

    Market Leading Keenan Recruitment is recruiting for experienced Healthcare Assistants to work Hospital Healthcare Support Work shifts in Altnagelvin Hospital. This is a fantastic opportunity to gain paid, public service experience through a multi-award winning, top tier supplier of Healthcare Support Work staff to the NHS. As Tier one contracted supplier...

  • Admin Support Officer

    6 months ago

    Derry, United Kingdom Conexus Recovery Full time

    Conexus Recovery & Field Services Ltd provides specialist Field services to our clients across the Utility and Banking Finance Sectors. Conexus Recovery & Field Services is looking for an Admin Support Officer to assist in our quality team for Maternity Cover to complete daily/weekly call reviews within the call centre to ensure staff adhere to our quality...

  • Support Worker

    6 months ago

    Derry, United Kingdom Connected Health Full time

    Are you passionate about making a difference in someone's life? Join our growing Care company where you can transform someone else's life while transforming your own too! As a Support Worker no two days will be the same. The duties and responsibilities of a support worker are unique and varied because the people you support each day have unique needs. When...

  • Technical Support Agent

    6 months ago

    Derry, United Kingdom Learning Pool Full time

    **Wherever you find ambitious companies investing in their people, you’ll find Learning Pool** Learning Pool is among the fastest growing e-learning companies in the world, servicing more than 2,000 customers and 24 million learners globally. Our expert team creates the content and technology solutions that engage and empower modern leaders, using...

  • Healthcare Support Worker

    16 hours ago

    Londonderry/Derry, United Kingdom Keenan Recruitment Full time

    Market Leading Keenan Recruitment is recruiting for experienced Healthcare Assistants to work Hospital Healthcare Support Work shifts in Altnagelvin Hospital.This is a fantastic opportunity to gain paid, public service experience through a multi-award winning, tier one supplier of Healthcare Support Work staff to the NHS.As as Tier 1 contracted supplier of...

  • Volunteer Caseworker

    6 months ago

    Derry, United Kingdom SSAFA Full time

    This role covers Londonderry and surrounding areas. Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you. **What is a Caseworker?** Caseworkers visit clients to work out what...

  • Cleaning Operative Rossdowney

    6 months ago

    Derry, United Kingdom Bidvest Noonan Full time

    **About The Role**: **Cleaning Operative** Rossdowney 7 hours per week Times: 07.30-9.30 Thurs and Fri. 07.30-10.30 Sundays **Main Purpose of Role** The role holder will carry out set duties and create and maintain a quality standard of cleaning to the agreed specification within set time limits. They will ensure that exceptional service levels are...

  • Payroll Specialist

    6 months ago

    Derry, United Kingdom OneSource Virtual Full time

    Position Summary/Objective The Payroll Specialist I's primary responsibilities include full service payroll processing for the high level managed payroll customers, customer interaction to solve and/or triage customer initiated inquiries via the OneSource ticketing system, roles and final settlement activities in an outsourcing environment. The Managed...

  • Logistics Administrator

    5 months ago

    Derry, United Kingdom Brook Street Full time

    Brook Street (UK) Ltd is seeking a Logistics Administrator to work for our global client in their Derry site. The main tasks to be conducted by the Logistics Administrator are as follows: Processing customer invoices Ensuring deliveries are made by the agreed deadline Providing first-line support to the client and internal customers Ensuring that all issues...

  • Logistics Administrator

    5 months ago

    Derry, United Kingdom Brook Street Full time

    Brook Street (UK) Ltd is seeking a **Logistics Administrator** to work for our global client in their **Derry** site. The main tasks to be conducted by the Logistics Administrator are as follows: - Processing customer invoices - Ensuring deliveries are made by the agreed deadline - Providing first-line support to the client and internal DSV customers -...