Wealth Support Analyst

Overview

Wealth Support Analyst

Are you passionate about driving operational excellence and supporting business growth? At Benchmark Financial Planning, we re looking for a proactive and detail-oriented Business Operations Analyst to join our expanding team. In this key role, you ll work collaboratively across our business lines, supporting management and client-facing teams as we continue to set the standard for financial planning in the UK.

The Business Operations team works across all business lines of Benchmark Financial Planing, supporting the management, client facing and client support teams to support change initiatives and assist the business in its growth ambitions.

You ll lead the way in implementing and maintaining quality processes, identifying opportunities for improvement, and supporting change initiatives that deliver the best possible outcomes for our clients.

If you thrive in a fast-paced, supportive environment and are committed to continuous improvement, we want to hear from you.

What you\'ll do

• Implementing and embedding effective first line quality controls and processes within the business to ensure good outcomes for clients the first time.
• Help connect the various parts of the business, ensuring the senior leadership team and broader group are aligned in priorities.
• Take accountability for a broad range of strategic projects and initiatives as required, and participate in a number of other key business initiatives.
• Utilise MI, financial data, and business intelligence to inform management decision making and the development of any required implementation plans.
• Responsibility for the up keep of The Advice Framework which ensures consistency and efficiency in the client journey.
• Support the integrations activity through progress tracking, reporting, managing and developing integration plans.
• Ensure the team are the first point of contact for the management, client facing and client service teams.
• Identify process related opportunities to create additional capacity for the teams, enabling them to generate new business.
• Work with colleagues throughout the business to ensure system and process changes are implemented with due consideration of the requirements.
• Work closely with various teams, partner with the business to resolve issues and improve productivity, efficiency, and overall performance. Create scalable solutions that keep pace with our growth plans.
• Assess financial advice to ensure it delivers good outcomes for clients, aligns with their needs and circumstances, and adheres to Consumer Duty standards.
• Collaborate with stakeholders and leaders across the business to achieve commercial objectives and uphold quality standards.

The knowledge, experience and qualifications you need

• Motivated and comfortable working collaboratively across the business, building relationships with internal and external stakeholders.
• Ability to work on own initiative as well as part of a team.
• Ability to demonstrate high levels of attention to detail.
• Pragmatic and can-do approach. Good at problem solving and using initiative.
• Proactively looks for improvements and follows through on ideas.
• You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, Enable and Fusion, as well as be fully conversant with our online client portal, Wealth Platform.
• Aspirational, you will be an individual who embraces change and understands and shares our culture.
• Strong communication skills and high standards of literacy are essential.

The base

You\'ll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. 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.

About Benchmark Capital

Benchmark is one of the UK s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.

We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.

As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly 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.

As part of the Schroders Plc Group, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over £750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK s largest financial services businesses.

We\'re looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That s why inclusion and diversity are strategic priorities for us. We re proud to be an equal opportunities employer. You re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We re building a workplace where everyone feels respected, valued, and empowered to thrive.