Wealth Planning Client Support Administrator

2 months ago

Shrewsbury, United Kingdom Schroders Full time

Overall purpose of the job


We 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 FTC role. 

About Benchmark

Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value.

We support high quality financial advisers with our award-winning technology and support services. And with our own Financial Advice business, we help families find solutions to meet their needs and aspirations and achieve peace of mind. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals.

Ensuring good client outcomes, with the client’s interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles 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.


The base


You'll be based at our office in Shrewsbury.


What you'll do


As a key member of our client facing teams, your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process. This will frequently also mean that you will be the clients’ point of contact for administrative matters. 


Your role will be providing administration support for Chartered Financial Planners in all aspects of their advice process including the following:

The knowledge, experience and qualifications you need


The knowledge, experience and qualifications that will help

• R01, FA1, FA2 Qualified, or looking to qualify, is an advantage 

What you'll be like

• Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients 


We're looking for the best, whoever they are

Our purpose is to provide excellent client outcomes and service. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics

Important information: Benchmark Capital Limited, Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621.

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