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For Companies At a Glance
- Tasks: Support Financial Planners with client meetings and administrative tasks.
- Company: Join Benchmark Capital, a top financial services group with innovative technology and a dynamic environment.
- Benefits: Enjoy a collaborative culture, training opportunities, and the chance to work with industry leaders.
- Why this job: Be part of a team that values client service and operational efficiency while gaining valuable experience.
- Qualifications: Ideal for detail-oriented individuals with strong communication skills; financial services experience is a plus.
- Other info: Opportunity to learn and grow within a reputable company as part of the Schroders Group.
The predicted salary is between 28800 - 43200 £ per year.
About Us
Benchmark Capital is a leading financial services group supporting financial advisers and wealth managers. With innovation at our core, we provide best-in-class technology, compliance support, and investment services to help firms grow and serve their clients effectively. As part of the Schroders Group, we combine financial stability with a forward-thinking, agile environment.
The Role
The primary purpose of this role is to provide administrative, compliance, and client communication support for our Chartered Financial Planners. As a Client Support Administrator, you will play a crucial part in delivering high-quality service to our clients and supporting the overall efficiency of our operations.
Responsibilities
- Assist Financial Planners with the arrangement and facilitation of client meetings, both virtually and in-person.
- Serve as the primary point of contact for clients on administrative matters.
- Complete and submit applications, maintain client data on internal systems, and perform daily administrative tasks.
- Conduct electronic Anti-Money Laundering (AML) checks.
- Manage the documentation process for new business submissions and asset transfers, including compiling and uploading compliance documentation.
- Gather information, product details, and quotes to support client recommendations.
- Handle client and provider enquiries via telephone and email, ensuring timely and professional communication.
- Prepare and issue documents for electronic signatures via Adobe Sign.
- Provide additional administrative support to ensure smooth team and business operations.
Experience
- Experience within financial services administration is preferred.
- Strong attention to detail and organisational skills.
- Confident communicator with excellent verbal and written skills.
- Able to prioritise multiple tasks in a fast-paced, deadline-driven environment.
- Comfortable working collaboratively and independently.
- Proficient in the Microsoft Office Suite.
- Willingness to complete internal training on systems such as Enable, Fusion, and our Wealth Platform.
- R01, FA1, FA2 qualifications, or a desire to attain them, are advantageous.
Client Support Adminstrator employer: Benchmark Capital
Contact Detail:
Benchmark Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Adminstrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Client Support Administrator. Understanding the key responsibilities and challenges faced by Financial Planners will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with current Client Support Administrators or Financial Planners. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your organisational and communication skills. Since the role involves managing multiple tasks and client interactions, practice scenarios where you prioritise tasks effectively and communicate clearly, both verbally and in writing.
✨Tip Number 4
Research Benchmark Capital and its services thoroughly. Being knowledgeable about their technology, compliance support, and investment services will allow you to tailor your conversations and show genuine interest in the company during the application process.
We think you need these skills to ace Client Support Adminstrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and required skills for the Client Support Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in financial services administration. Emphasise your attention to detail, organisational skills, and any experience with client communication.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you have successfully managed administrative tasks or supported clients in previous roles.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Benchmark Capital
✨Know the Company Inside Out
Before your interview, make sure to research Benchmark Capital thoroughly. Understand their services, values, and how they support financial advisers and wealth managers. This knowledge will help you demonstrate your genuine interest in the role and align your answers with their mission.
✨Showcase Your Communication Skills
As a Client Support Administrator, you'll be the primary point of contact for clients. During the interview, highlight your communication skills by providing examples of how you've effectively handled client inquiries or resolved issues in the past. This will show that you're capable of maintaining professional relationships.
✨Demonstrate Attention to Detail
Given the importance of accuracy in administrative tasks, be prepared to discuss how you ensure attention to detail in your work. You might want to share specific instances where your meticulousness has positively impacted a project or task, especially in a fast-paced environment.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and organisational skills. Think about potential challenges you might face in the role and how you would handle them. Practising these scenarios can help you articulate your thought process clearly during the interview.
