Operations AssociateAbout BenchmarkBenchmark is a leading provider of regulatory, platform, and investment services designed to support financial advisers throughout their journey.
Our award-winning solutions help advisers run their businesses more efficiently, accelerate growth, and achieve their goals.
We also have our own Financial Advice business, where we assist families in finding solutions to meet their needs and aspirations.At Benchmark, we prioritize good client outcomes and treat customers fairly.
We are committed to embracing and promoting our duty of care to all clients, including those who may be more vulnerable.
The BaseAs an Operations Associate, you will be based at our Broadlands Business Campus near Horsham in West Sussex.
Our spacious campus offers a great working environment, supported by cutting-edge software and hardware.
With on-site amenities such as a restaurant, coffee shop, and gym, there are plenty of facilities to enhance your work-life balance.
Additionally, we provide a regular shuttle bus to and from Horsham's main line train station for commuters.
Who We're Looking ForWe are seeking self-starters and proactive problem solvers who thrive in a regulated environment to join our fast-paced Operations teams.
Whether you are an experienced Financial Associate or looking to kick-start your career in financial services, we have great opportunities for you.
What You'll DoAs an Operations Associate, your responsibilities will include: Completing multiple processes across operations administrationContributing and providing feedback in team meetingsCross-training for multiple functions/administration processes to support different areas of the businessDeveloping a good understanding of Platforms within the Financial Services marketFollowing procedures and instructions to ensure good client outcomes Reviewing data for accuracyIdentifying exceptions and making corrections to ensure timely and accurate completion of activities The Knowledge, Experience, and Qualifications You NeedTo excel in this role, you should have: 5 GCSEs, including maths and English language2 A Levels or equivalent qualificationsWillingness to learnAccurate with good attention to detailAbility to work both independently and as part of a teamExcellent written and oral communication skills The Knowledge, Experience, and Qualifications That Will HelpWhile not required, the following qualifications and experience would be beneficial: Experience in the Financial Services industryProficiency in Microsoft Word and Microsoft Excel What You'll Be LikeWe value individuals who possess the following qualities: Commitment to promoting Treating Customers Fairly principles and delivering a duty of care to our clientsSelf-motivated and eager to learnAbility to prioritize work effectivelyConfidence to ask questions and suggest process improvementsPositive attitude towards changeAbility to work efficiently and accurately in a fast-paced environment We Recognize Potential, Whoever You AreAt Benchmark, we believe that diversity of thought leads to better decision-making and improved performance.
We are committed to fostering an inclusive culture and are an equal opportunities employer.
Regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics, you are welcome here.