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About Benchmark
Our 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 base
You'll be based at our Broadlands Business 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 do
• Huddle - Maintain and manage access to our internal adviser resource
• Client switches between advisers - Manage process with BFP Support Team Leaders
• Client Engagement documents - Maintain and update as needed
• Reviews Dashboard - Manage feedback from BFP users and liaise with development team
• BFP Internal Newsletter - Co-ordinate items for inclusion and circulate
• App/Tech Development - Engagement with Product Developers supported by Support Team Leaders
• GERTI 2 - Realignment of contract statuses for accurate AUM reporting in Enable
• Adviser Training & CPD - Event management & follow-up
BFP Data Analysis & Reporting - Sharepoint and develop dashboard:
o Fees - Internal from Enable reconciled with accounts version
o NNB in current form + development with Product Team
o WSR - maintain integrity and cross-check with Enable
o Fusion outflows > 100k
o Adviser quality KPIs (2023 bonus validation)
o Restricted proposition validation from NBR (product spread)
o Client survey results
• Ad hoc projects - Engage with Support Team, Leaders as needed
• Closed Products and Services - manage this new project to a successful conclusion
The knowledge, experience and qualifications you need
• Educated to degree, or equivalent, level.
• Experience of working in financial and/or professional services organisations
• Experience of operating across all levels of an organisation
• Excellent communication skills, both written and verbal, with individuals at all levels.
• Excellent PowerPoint and Excel skills
• Highly organised with an analytical approach to business decision making
• Sound knowledge and understanding of financial data and MI
• Proven project management skills
What you'll be like
• Highly motivated, flexible, and adaptable
• Someone looking to step up into a broader leadership role over the next 2-3 years
• Articulate and diplomatic with a strong team ethos
• Strong interpersonal skills with a collaborative approach
• Excellent organisation and time management skills with attention to detail
• Proactive approach, including the ability to stay one step ahead and to pre-empt where possible
• Deliver/ solution focused
• Resilient and calm under pressure, with the ability to challenge effectively
We're looking for the best, whoever they are
Our 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
Company
As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £731.6 billion (€871.3 billion/$990.9 billion)* of wealth and investments. We help them achieve their long-term financial goals – and make a positive impact in the world.
Over the years, we’ve perfected investing in our people
We’ve built a stellar reputation for our work and unique culture. Our secret? We’ve picked the best people for the job, and given them the opportunities and tools to thrive.
So it’s no surprise that 96% of us say that we’re proud to work at Schroders. And why we repeatedly have made it into LinkedIn’s top 25 places to work.
You don’t just get a job here – you can fulfil your career ambitions
Once you’re part of our team, our global learning and mentoring platforms help you hone your expertise and keep developing. We’re big on mobility – so many people find their next job at Schroders, too, moving up and across the business to build a fulfilling career.
Inclusion is more than a buzz word
It’s part of everything we do. We’ve built a culture where people can bring their whole selves to work, and we welcome unique perspectives. We also set trackable goals to improve representation across the board wherever we fall short.
We’ve made inclusion a conscious choice at every step
Our vision is for our people to reflect the diversity of the communities we live and work in. And for everyone to feel they truly belong at Schroders.
Our industry-leading flexible working charter is central to inclusion, opening up opportunities for everyone. We shape our recruitment and retention processes to help spot and reduce the impact of biases, and create a level playing field for underrepresented groups, for example through mentoring schemes. And we constantly review our policies and benefits to make sure they are fair and supportive of our diverse teams.
We take a local-led approach to improving inclusivity
Everyone’s at a different stage of their inclusion journey – with cultural and local practices to consider. So we listen to our employees through pulse surveys and collect diversity data so we can identify areas for improvement, and maximise impact through local initiatives.
Our partnerships - such as with RecruitMilitary in the US, the Technology in Finance Immersion Programme in Singapore, and the Investment 20/20 in the UK, to name a few - broaden our outreach and help us create a lasting impact.
Driving inclusion at Schroders**
As a Disability Confident employer and a member of the global Valuable 500 initiative, we’ve partnered with a disability-specialist organisation to conduct an audit and provide recommendations on how to make our recruitment processes more accessible to potential candidates with a disability.
We’re excited to continue our partnership with the Snowdon Trust following the success of our first paid work placements for individuals with a disability in February 2021.
Our passionate people lead the way
Our employee-led inclusion networks support our grassroots approach to building an inclusive culture. These create space for networking, celebrating our differences, and raising awareness of challenges that under-represented groups face.
Our WorkAbility employee-led inclusion network aims to educate employees, champion accessibility, and provide a supporting network for those affected by disability or long-term health conditions.
Case Study
Claudia Buffini, Corporate Responsibility Advisor, who was born profoundly deaf. Claudia’s role involves working with many different charities, championing causes she’s really passionate about and embedding a culture of inclusion.
So who better to tell us about why inclusion matters and how she feels included in the workplace. Watch the one minute video:
Transparency around our progress holds us to account
Inclusion is everyone’s business. There’s still a long way to go, so we use what we know to help the firms we invest in to accelerate change together across the industry and beyond. It’s important for us to be open about the high standards we set for ourselves, and to hold the companies we invest in to account.
And we offer a world of wellbeing at work
Looking after our people is always first on our list. We hold regular events supporting mental and physical wellness. And our global employee assistance programme is on hand offering free, independent, and confidential support.
And we offer flexible working and locally-relevant benefits
At Schroders, everyone works flexibly and has access to our global learning platforms and opportunities and our best-practice framework for mental health and wellbeing at work. We are also constantly reviewing and evolving our policies to suit an ever-changing set of needs and family set–ups.
We’re recognised for our inclusive workplace
We’re proud to be recognised as Large Employer of the Year at the prestigious FTAdviser Diversity in Finance Awards, and are continually included in the Bloomberg Gender Equality Index and among the Top 75 employers of the Social Mobility Index.
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