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 maternity cover position.
About BenchmarkOur 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 baseYou'll be based at our Schroders Campus near Horsham in West Sussex.
It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.
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.
With an on-site restaurant, coffee shop and gym, our campus has much to offer.
And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.What you'll doAs 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 areOur 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