Wealth Planning Support Specialist
1 week ago
We are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.
Key Responsibilities- Provide administrative support to financial planning advisers in all aspects of their advice process.
- Act as the primary point of contact for clients on administrative matters.
- Support the delivery of excellent client outcomes and service.
- Embed Treating Customers Fairly principles in all aspects of the role.
To be successful in this role, you will need:
- Excellent organizational and communication skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Knowledge of financial planning processes and procedures.
- Qualifications in R01, FA1, and FA2 are an advantage.
We offer a dynamic and inclusive work environment, with opportunities for professional growth and development. As an equal opportunities employer, we welcome applications from diverse candidates.
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
2 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
2 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
7 days ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
7 days ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeSupporting Our Financial PlannersWe are seeking an experienced Administrator to join our team and provide administrative support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPrepare meeting packs and documentation/reports for client meetings and annual client reviews.Support the Financial Planner in the delivery of...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeSupporting Our Financial PlannersWe are seeking an experienced Administrator to join our team and provide administrative support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPrepare meeting packs and documentation/reports for client meetings and annual client reviews.Support the Financial Planner in the delivery of...
-
Wealth Planning Support Specialist
2 weeks ago
Londonderry, United Kingdom Schroders Full timeSupporting Our Financial PlannersWe are seeking an experienced Administrator to join our team and provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesPrepare meeting packs and documentation/reports for client meetings and annual client reviews.Support the Financial Planner in the...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeSupporting Our Financial PlannersWe are seeking an experienced Administrator to join our team and provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesPrepare meeting packs and documentation/reports for client meetings and annual client reviews.Support the Financial Planner in the...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeSupporting Our Financial PlannersWe are seeking an experienced Administrator to join our team and provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesPrepare meeting packs and documentation/reports for client meetings and annual client reviews.Support the Financial Planner in the...
-
Wealth Planning Support Specialist
2 weeks ago
Londonderry, United Kingdom Schroders Full timeSupporting Our Financial PlannersWe are seeking an experienced Administrator to join our team and provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesPrepare meeting packs and documentation/reports for client meetings and annual client reviews.Support the Financial Planner in the...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
3 weeks ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Benchmark. As a key member of our client-facing team, you will provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Client Support Specialist
1 month ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Support Administrator. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Client Support Specialist
1 month ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Support Administrator. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Client Support Administrator
2 months ago
Londonderry, United Kingdom Schroders Full timeWe 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. This is a 12-month maternity cover position. About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support...
-
Wealth Planning Client Support Team Leader
4 days ago
Londonderry, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Support Team Leader to join our team at Benchmark. As a key member of our Client Support Team, you will play a vital role in providing support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesPromote the Treating Customers Fairly principles and deliver...