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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 grow in a stable company.
- Why this job: Be part of a team that values high-quality service and client satisfaction while developing your skills.
- Qualifications: Ideal for detail-oriented individuals with strong communication skills; financial services experience is a plus.
- Other info: Opportunity to gain qualifications like R01, FA1, and FA2 while working.
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 financial planners. Understanding their needs and challenges will help you communicate effectively during interviews and demonstrate your commitment to supporting them.
✨Tip Number 2
Brush up on your organisational skills by practising how to manage multiple tasks efficiently. You might want to create a mock schedule or use task management tools to showcase your ability to prioritise in a fast-paced environment.
✨Tip Number 3
Since communication is key in this role, consider role-playing common client scenarios with a friend. This will help you refine your verbal communication skills and prepare you for handling enquiries professionally.
✨Tip Number 4
If you haven't already, start learning about compliance processes and Anti-Money Laundering checks. Having a basic understanding of these topics will not only boost your confidence but also show your proactive approach to the role.
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 the company's goals.
✨Highlight Relevant Experience
Be prepared to discuss your previous experience in financial services administration. Share specific examples of how you've supported clients or managed administrative tasks effectively. This will show that you have the skills needed for the Client Support Administrator role.
✨Demonstrate Communication Skills
As a Client Support Administrator, strong communication is key. Practice articulating your thoughts clearly and confidently. You might be asked to handle hypothetical client scenarios, so think about how you would respond professionally and efficiently.
✨Show Your Organisational Skills
Given the fast-paced nature of the role, it's important to showcase your organisational abilities. Prepare to discuss how you prioritise tasks and manage multiple responsibilities. Providing examples of tools or methods you use to stay organised can also be beneficial.
