Wealth Planning Client Support Administrator

Client Support Administrator at Benchmark: Chester

We are on the hunt for an Administrator who can bring their skills, talent and dedication to our award-winning firm of Chartered Financial Planners. The primary role will involve supporting our Financial Planners in delivering top-quality advice to our clients.

About Us

Here at Benchmark, we pride ourselves on creating proprietary solutions that cover regulatory, platform, and investment services. Our technology has won accolades for its effectiveness in helping Advisors at every step of their journey.

From starting and running a financial advice business to accelerating its growth and realising its value, we've got it all covered. We also run our own Financial Advice business, bringing peace of mind to families by providing effective, bespoke solutions to meet their needs and exceed their aspirations.

Benchmark is committed to ensuring good client outcomes by keeping the client's interests at the core of our decision-making process. Our Treating Customers Fairly principles are inherent in our organization's fabric, and we uphold our duty of care to all clients, including the most vulnerable amongst us.

Location

This position is based at our centrally-located office in Chester city.

Key Responsibilities

• Handling post, scanning, photocopying, filing, and emails
• Taking phone enquiries and arranging appointments for Advisers
• Welcoming visitors
• Setting up new contracts & processing applications under FCA regulations
• Drafting and sending letters of authority and gathering policy information for research
• Inputting and updating client data on our internal CRM system - 'Enable'
• Preparing business packs for Advisers
• Processing compliance documentation
• Conducting mail merges e.g. ISA allowance letters/transfer letters for clients joining Benchmark
• General administrative duties
• Submitting business on Fusion Platform
• Utilising spreadsheets
• Updating client valuations
• Inputting risk questionnaires
• Drafting client reports
• Planning annual reviews and arranging appointments

Required Qualifications & Experience

• Prior administration experience in Financial Services will be beneficial
• Familiarity with Fact Find and Risk profiles would be advantageous
• R01, FA1, FA2 qualification or aspiring to qualify is favoured
• Excellent attention to detail, accuracy and organisational skills
• Good telephone manner
• Proficient excel skills

Personal Attributes

• Advocates the principle of treating customers fairly
• Motivated individual
• Proactive and uses initiative
• Eager to learn
• Element of a team player

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