Client Support Administrator

4 months ago

Maidstone, 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 Capital

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 Maidstone office servicing the South East and London.

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.

date on Enable (internal CRM system)
- 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 recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. 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 characteristicsWe recognise potential, whoever you are

  • Client Support Administrator

    5 months ago

    Maidstone, United Kingdom Schroders Full time

    **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...

  • Client Services Administrator

    5 months ago

    Maidstone, United Kingdom Whiting Group Limited Full time

    **About us** Whiting Group Limited is a small business in Kent, ME14 5EG. We are professional, agile, professional, and our goal is to to deliver successful outcomes for our clients by providing professional and impartial advice. We take the time to get to know our clients and understand their objectives, whether it's a worry-free retirement, running a...

  • Senior Governance Administrator

    6 days ago

    Maidstone, Kent, United Kingdom Pearson Whiffin - Business Support Careers Full time

    Job Summary:We are seeking a highly skilled Senior Governance Administrator to join our team on an ongoing basis. As a key member of the Governance and Compliance team, you will provide comprehensive administrative support to the Board, ensuring the smooth operation of our governance processes.Key Responsibilities:Extensive minute taking at Board Level...

  • Administrative Support Specialist

    1 week ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    About the RoleWe are seeking an experienced Administrative Support Specialist to join our Single Point of Access team at NELFT North East London Foundation Trust. The successful candidate will be responsible for supporting the efficient running of the team, processing and managing referrals, and providing administrative support to ensure the smooth operation...

  • Administrative Support Specialist

    2 months ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    About the RoleNELFT North East London Foundation Trust is seeking a highly skilled and organized Administrative Support Specialist to join our Single Point of Access team. As a key member of our team, you will play a vital role in supporting the efficient running of our services.Key ResponsibilitiesCommunicate effectively with a range of people, either in...

  • Administrative Support Specialist

    2 months ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    About the RoleNELFT North East London Foundation Trust is seeking a highly skilled and organized Administrative Support Specialist to join our Single Point of Access team. As a key member of our team, you will play a vital role in supporting the efficient running of our services.Key ResponsibilitiesCommunicate effectively with a range of people, either in...

  • Governance and Compliance Support Specialist

    3 days ago

    Maidstone, Kent, United Kingdom Pearson Whiffin - Business Support Full time

    About the Role:We are seeking a highly skilled Governance and Compliance Support Specialist to join our team on an ongoing basis. As a key member of our Governance and Compliance team, you will provide comprehensive administrative support to the Board, ensuring the smooth operation of our governance processes.Key Responsibilities:Extensive minute taking at...

  • Administrative Support Specialist

    2 months ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our Single Point of Access team at NELFT North East London Foundation Trust. As a key member of our team, you will play a vital role in supporting the efficient running of our services, ensuring that referrals are processed and managed in a timely...

  • Administrative Support Specialist

    2 months ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our Single Point of Access team at NELFT North East London Foundation Trust. As a key member of our team, you will play a vital role in supporting the efficient running of our services, ensuring that referrals are processed and managed in a timely...

  • Administrative Support Specialist

    2 months ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    About the RoleWe are seeking an experienced and skilled administrator to join our Single Point of Access team at NELFT North East London Foundation Trust. As a key member of our team, you will play a vital role in supporting the efficient running of our services, ensuring that referrals are processed and managed in a timely and efficient manner.Key...

  • Administrative Support Specialist

    2 months ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    About the RoleWe are seeking an experienced and skilled administrator to join our Single Point of Access team at NELFT North East London Foundation Trust. As a key member of our team, you will play a vital role in supporting the efficient running of our services, ensuring that referrals are processed and managed in a timely and efficient manner.Key...

  • Administrative Support Specialist

    5 days ago

    Maidstone, Kent, United Kingdom NELFT North East London Foundation Trust Full time

    Job SummaryWe are seeking an experienced administrative professional to join our Single Point of Access team at NELFT North East London Foundation Trust. The successful candidate will provide administrative support to the team, ensuring the efficient processing and management of referrals for 111, Children and Young People's Mental Health, and...

  • Administrative Support Professional

    4 weeks ago

    Maidstone, Kent, United Kingdom BJF Group Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Professional to join our dynamic team at BJF Group. As an Administrative Support Professional, you will play a vital role in supporting our project services team by providing administrative assistance and ensuring the smooth operation of our business.Key...

  • Governance & Compliance Administrator

    3 days ago

    Maidstone, United Kingdom Pearson Whiffin - Business Support Full time

    Temporary Governance Administrator 35 hours per week, ongoing (3-4 months as a minimum) Maidstone (hybrid working) c.£18 an hour (neg DOE) Pearson Whiffin Recruitment are delighted to be working with a values led organisation who are focused on improving lives in the local community. We are looking for a Board Level Administrator with an exceptional...

  • Governance & Compliance Administrator

    3 days ago

    Maidstone, United Kingdom Pearson Whiffin - Business Support Remote Work Freelance Full time

    Temporary Governance Administrator35 hours per week, ongoing (3-4 months as a minimum)Maidstone (hybrid working)c.£18 an hour (neg DOE)Pearson Whiffin Recruitment are delighted to be working with a values led organisation who are focused on improving lives in the local community.We are looking for a Board Level Administrator with an exceptional attention to...

  • Senior Support Worker

    5 months ago

    Maidstone, United Kingdom Alina Disability Support Full time

    Responsibilities: - Provide support and assistance to individuals with disabilities or special needs - Assist with daily living activities such as bathing, dressing, and grooming - Help individuals with meal planning, preparation, and feeding - Support individuals in maintaining a clean and safe living environment - Assist with medication management and...

  • Administrative Support Specialist

    2 weeks ago

    Maidstone, Kent, United Kingdom beBee Professionals Full time £25,000 - £35,000

    We are seeking a highly organized and efficient Administrative Support Specialist to provide administrative support for our team in Maidstone, United Kingdom. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Responsibilities:Handle incoming calls, emails, and correspondence.Maintain office...

  • Administrative Support Specialist

    1 month ago

    Maidstone, Kent, United Kingdom BJF Group Full time

    Administration Support RoleWe are seeking a highly organized and detail-oriented Administration Support professional to join our dynamic team at BJF Group. As an Administration Support specialist, you will play a vital role in supporting our project services team, ensuring the smooth operation of our business.This part-time role (25 hours per week) offers a...

  • Administrative Support Specialist

    1 month ago

    Maidstone, Kent, United Kingdom BJF Group Full time

    Administration Support RoleWe are seeking a highly organized and detail-oriented Administration Support professional to join our dynamic team at BJF Group. As an Administration Support specialist, you will play a vital role in supporting our project services team, ensuring the smooth operation of our business.This part-time role (25 hours per week) offers a...

  • Female Support Worker

    3 weeks ago

    Maidstone, Kent, United Kingdom Choice Support Full time

    About the RoleWe are seeking a dedicated and compassionate Support Worker to join our team at Choice Support. As a Support Worker, you will play a vital role in providing person-centred care and support to our female clients, enabling them to live fulfilling and independent lives.Key ResponsibilitiesProvide support and care to our female clients, promoting...