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Client Support Manager

3 months ago

Horsham, United Kingdom Schroders Full time

We are looking for a Client Support Manager to join our successful and award-winning firm of Chartered Financial Planners and to support the business and our Financial Planners in the delivery our service proposition to clients.

About Benchmark Capital

Our award-winning, proprietary solutions cover regulatory, platform and investment services. They are designed to support advisers at every step of their journey – from starting a financial advice business to generating efficient growth and realising its value.
Our Client Support Teams are dedicated to supporting our advisers through this journey.

Benchmark Financial Planning is the group’s internal advice business. We help families find solutions to 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.
We are wholly focused on good client outcomes. The principles of Treating Customers 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.

The base

You'll be based across multiple offices either London based or our regional offices. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. 


What You'll Do

As a Client Support Manager, your primary responsibility will be to support our Team Leaders to ensure the production of consistent and high-quality new business and servicing activity for our clients.

Working in a fast paced and highly collaborative environment, you will act as the gateway between our adviser teams and our investment and platform solutions providers.

In addition to the people management of the team leaders, you will work alongside our financial planners providing support across a range of client service, financial advisory and new business sales activities.

Key Role Elements


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 recognise potential, whoever you are. 

Our purpose is to provide excellent investment performance to clients through active management. 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.