Join Our Team as a IFA / Client Support Administrator in a Leading Financial Planning Firm based in Horsham!
About Us
Are you ready to make a meaningful impact in the financial services sector? We are seeking a motivated Administrator to join our award-winning firm of Chartered Financial Planners. In this role, you will play a vital part in supporting our Financial Planners, ensuring our clients receive exceptional service and support.
Why Benchmark
At Benchmark, our award-winning solutions span regulatory, platform, and investment services. We are dedicated to empowering financial advisers throughout their journey—from launching their businesses efficiently to driving growth and achieving outstanding value.
Additionally, we operate our own Financial Advice business, helping families find tailored solutions to meet their needs and aspirations. Our client-first approach ensures that we prioritize the best outcomes for our clients, with Treating Customers Fairly principles at the core of our organization.
Your Workplace
You will be based at our scenic Schroders Campus near Horsham, West Sussex, surrounded by the beauty of the countryside while enjoying modern facilities. Our campus boasts state-of-the-art software and hardware, alongside amenities such as an on-site restaurant, coffee shop, and gym. Plus, we provide a shuttle service for commuters to and from Horsham’s mainline train station. We understand the importance of work-life balance and are open to flexible working arrangements.
What You’ll Do
As a key member of our client-facing teams, you will:
* Provide administrative support to our Chartered Financial Planners throughout the advice process.
* Prepare meeting packs, documentation, and reports for client meetings and annual reviews, assisting with both electronic and face-to-face engagements.
* Manage day-to-day administrative tasks, including application submissions and maintaining accurate data within our internal CRM system, Enable.
* Maintain contact with clients and providers during processing to ensure smooth operations.
* Conduct electronic AML checks and prepare letters of authority to gather information from ceding schemes and providers for client research.
* Assist in collating client data to construct recommendation reports and prepare related correspondence.
* Oversee new business submissions and asset transfers, ensuring all compliance documentation is managed effectively.
* Prepare and send documents for electronic signing via Adobe Sign.
* Handle telephone and email inquiries from clients and providers.
* Manage post processing, scanning, photocopying, filing, and email correspondence.
What You Bring
* Team Player: Motivated and comfortable working collaboratively, able to develop strong relationships with advisers, clients, and professional connections.
* Organisational Skills: Proven ability to prioritize multiple tasks within a deadline-driven environment, making sound decisions and maintaining composure under pressure.
* Experience: A minimum of 12 months of administration experience within Financial Services, preferably in wealth management or financial planning.
* Tech-Savvy: Familiarity with Client Management Systems and readiness to learn our internal systems, Enable and Fusion.
* Adaptability: An aspirational individual who embraces change and shares our corporate culture.
* Communication Skills: Excellent telephone manner, communication abilities, and high standards of literacy are essential.
Desired Qualifications
While not mandatory, the following qualifications will give you an edge:
* R01, FA1, FA2 Qualified, or actively pursuing these qualifications is a plus.
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