Client Support Administrator

Join an Award-Winning Chartered Financial Planning Firm

We are looking for a dedicated Client Support Administrator to join our successful and award-winning team of Chartered Financial Planners. As an integral part of the business, you'll provide crucial administrative support to our Financial Planners, ensuring a seamless and exceptional experience for our clients.

• Support Financial Planners with the organisation of client meetings, both online and in-person.
• Act as the first point of contact for clients on all administrative matters.
• Complete and submit applications, keeping data current on our Enable CRM system.
• Communicate consistently with clients and providers throughout all processing activities.
• Conduct electronic AML (Anti-Money Laundering) checks.
• Oversee documentation for new business and asset transfers, ensuring full compliance and uploading relevant documents to Enable.
• Gather key information and collate client data and product details for analysis and reports.
• Prepare documents for electronic signature via Adobe Sign and respond promptly to all client/provider enquiries.
• Support additional administrative and team objectives as required.

• Experience working collaboratively within a team and building effective relationships.
• Initiative and the ability to operate effectively both independently and as part of a team.
• Strong attention to detail and the ability to multi-task in a fast-paced, deadline-driven environment.
• Proficient in Microsoft Office Suite and able to quickly learn new internal systems (Enable, Fusion, Wealth Platform).
• Willingness to complete educational and training tutorials on our platforms.
• Excellent communication skills—both written and verbal—with a strong telephone manner.
• Flexible, positive attitude with a commitment to high client care standards.
• R01, FA1, FA2 qualification(s) or an interest in pursuing them is advantageous.

You'll be based at our regional office in Winchester, a vibrant and historic city that blends rich heritage with modern convenience. This location serves as a dynamic base where innovation and collaboration thrive. Nestled in the heart of Hampshire, Winchester offers a picturesque environment with easy access to local amenities, cultural landmarks, and green spaces—creating a perfect balance between professional focus and personal wellbeing.

Our Winchester office is equipped with modern facilities and resources designed to support your work and enhance productivity. We value work-life balance and believe that our location fosters a supportive and inclusive community for all team members.

Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey – from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.

We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.

As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.

As part of the Schroders Plc Group, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over £750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services businesses.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That's why inclusion and diversity are strategic priorities for us. We're proud to be an equal opportunities employer. You're welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We're building a workplace where everyone feels respected, valued, and empowered to thrive.