Financial Services Coordinator

3 weeks ago


Londonderry, United Kingdom Benchmark Capital Full time

**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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