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For Companies At a Glance
- Tasks: Support Financial Planners with client meetings and administrative tasks.
- Company: Benchmark Capital is a top financial services group focused on innovation and client success.
- Benefits: Enjoy a dynamic work environment with opportunities for training and development.
- Why this job: Join a forward-thinking team that values your contributions and supports your growth.
- Qualifications: Experience in financial services is preferred; strong communication and organisational skills are essential.
- Other info: Opportunity to gain qualifications like R01, FA1, and FA2 while working.
The predicted salary is between 28800 - 48000 £ 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 Chartered Financial Planners. Understanding their needs and challenges will help you demonstrate your value during interviews.
✨Tip Number 2
Brush up on your compliance knowledge, particularly around Anti-Money Laundering (AML) regulations. Being able to discuss these topics confidently can set you apart from other candidates.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. This will highlight your ability to thrive in a fast-paced environment.
✨Tip Number 4
If you have experience with Microsoft Office Suite, be ready to discuss specific tools and features you've used. Mentioning any familiarity with electronic signature platforms like Adobe Sign can also be beneficial.
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.
Highlight Relevant Experience: Emphasise any previous experience in financial services administration or similar roles. Use specific examples to demonstrate your attention to detail, organisational skills, and ability to communicate effectively.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of Benchmark Capital's values and how you can contribute to their mission of providing high-quality service.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Benchmark Capital
✨Know Your Role
Familiarise yourself with the responsibilities of a Client Support Administrator. Understand how you will assist Financial Planners and manage client communications, as this will help you answer questions confidently.
✨Showcase Your Attention to Detail
Since this role requires strong organisational skills, be prepared to discuss examples from your past experiences where your attention to detail made a difference. Highlight any relevant administrative tasks you've handled.
✨Demonstrate Communication Skills
As a primary point of contact for clients, effective communication is key. Practice articulating your thoughts clearly and concisely, both verbally and in writing, to showcase your confidence in this area.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on basic compliance concepts, especially Anti-Money Laundering (AML) checks. Be ready to discuss how you would handle compliance-related tasks.
