We are seeking a Client Support Administrator to join our team on a maternity cover basis. If you are detail-oriented and enjoy providing outstanding support to clients, we would love to hear from you.
Join our award-winning firm of Chartered Financial Planners as an Administrator, supporting our Financial Planners in providing exceptional service to our clients.
About Benchmark Capital
Benchmark Capital offers proprietary solutions covering regulatory, platform, and investment services aimed at enhancing productivity and growth for financial advisers. We also operate our own Financial Advice business, dedicated to helping families meet their needs, aspirations, and achieve peace of mind. Our commitment to achieving positive client outcomes is central to our operations, underpinned by our Treating Customers Fairly principles.
Location
You’ll be based at our Schroders Campus near Horsham, West Sussex. This spacious and well-equipped campus offers a vibrant working environment, complete with an on-site restaurant, coffee shop, and gym. Commuters benefit from a dedicated shuttle bus to and from Horsham’s main line train station.
Role Overview
As a vital member of our client-facing teams, you will provide essential administrative support to our financial planning advisers throughout the advice process, often acting as the point of contact for clients regarding administrative matters.
Responsibilities:
* Prepare meeting packs and documentat...