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Wealth Planning Support Specialist

2 months ago

Horsham, West Sussex, United Kingdom Schroders Full time
About the Role

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Benchmark in Chester. As a key member of our Financial Planning team, you will play a vital role in delivering exceptional client service and supporting our Financial Planners in delivering top-quality advice to our clients.

Key Responsibilities
  • Manage phone enquiries and arrange appointments for our Financial Planners
  • Welcome visitors and provide a warm and welcoming experience
  • Set up new contracts and process applications under FCA regulations
  • Draft and send letters of authority and gather policy information for research
  • Input and update client data on our internal CRM system
  • Prepare business packs for our Financial Planners
  • Process compliance documentation
  • Conduct mail merges, such as ISA allowance letters and transfer letters for clients joining Benchmark
  • Perform general administrative duties
  • Submit business on our Fusion Platform
  • Utilize spreadsheets to manage client data
  • Update client valuations
  • Input risk questionnaires
  • Draft client reports
  • Plan annual reviews and arrange appointments
Requirements
  • Prior administration experience in Financial Services is beneficial
  • Familiarity with Fact Find and Risk profiles would be advantageous
  • R01, FA1, FA2 qualification or aspiring to qualify is favored
  • Excellent attention to detail, accuracy, and organizational skills
  • Proficient Excel skills
About Us

Benchmark is a leading firm of Chartered Financial Planners, committed to delivering exceptional client service and providing innovative solutions to meet the needs of our clients. We pride ourselves on creating proprietary solutions that cover regulatory, platform, and investment services. Our technology has won accolades for its effectiveness in helping Advisors at every step of their journey.

We are committed to ensuring good client outcomes by keeping the client's interests at the core of our decision-making process. Our Treating Customers Fairly principles are inherent in our organization's fabric, and we uphold our duty of care to all clients, including the most vulnerable amongst us.

We recognize potential, whoever you are, and are an equal opportunities employer. We welcome applications from diverse candidates and are committed to creating an inclusive culture that allows us to make better decisions and achieve our purpose.