Financial Services Coordinator
3 weeks ago
**About Benchmark Capital**
Benchmark Capital is an award-winning firm that offers innovative solutions in regulatory, platform, and investment services. Our goal is to assist financial advisers at every stage of their journey, from launching and managing a financial advice business effectively to accelerating growth and achieving its full value.
We empower high-quality financial advisers with top-tier technology and support services. Additionally, our own Financial Advice business helps families find solutions that address their needs and aspirations, providing peace of mind.
**Key Responsibilities**
- Champion the Treating Customers Fairly principles and uphold your duty of care towards our clients.
- Prepare and maintain electronic client files for pension planning.
- Discuss client objectives and work requirements with financial advisers.
- Conduct research, analysis, and data gathering, liaising with providers as needed for investments, pensions, and other products.
- Draft Suitability Reports using financial planning software tools, including Selectapension, Assureweb, and FE Analytics.
- Assist financial advisers and paraplanners with various ad hoc requirements, from non-advice reports to annual review reports.
**Essential Knowledge, Experience, and Qualifications**
- Previous pension planning experience is essential.
- Level 4 Diploma Qualified (CII) or nearing completion is required.
- Strong understanding of retail investment, savings, pension, and protection products.
- Excellent knowledge of suitability report content, format, and requirements.
**Estimated Salary:** £35,000 - £45,000 per annum, depending on experience. We offer a competitive salary package, which includes benefits such as pension scheme, health insurance, and annual leave.
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