Wealth Planning Client Support Administrator

Description:

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