Wealth Planning Support Specialist
3 weeks ago
We 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 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.
To be successful in this role, you will need:
- R01, FA1, FA2 qualification or equivalent.
- Excellent communication and organizational skills.
- A strong understanding of the financial planning industry.
We are committed to providing a supportive and inclusive work environment that allows our employees to thrive. As a member of our team, you can expect:
- A competitive salary and benefits package.
- Ongoing training and development opportunities.
- A collaborative and dynamic work environment.
At Benchmark, we are passionate about delivering exceptional client outcomes and service. We believe that our employees are our greatest asset, and we are committed to supporting their growth and development. If you are a motivated and organized individual who is passionate about the financial planning industry, we would love to hear from you.
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Wealth Planning Support Specialist
1 week 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...
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Wealth Planning Support Specialist
1 week 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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Wealth Planning Client Support Team Leader
3 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...