Client Support Adminstrator

Benchmark Capital; Watford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services group is seeking a Client Support Administrator to support Chartered Financial Planners. This entry-level role focuses on administrative tasks, client communication, and compliance processes, requiring strong attention to detail and excellent communication skills.

Qualifications

• Experience within financial services administration preferred.
• Willingness to complete internal training on systems such as Enable, Fusion, and the Wealth Platform.

Responsibilities

• Assist Financial Planners with arranging client meetings, both virtually and in-person.
• Complete and submit applications and maintain client data.
• Conduct electronic Anti-Money Laundering (AML) checks.

Skills

Attention to detail

Organisational skills

Communication (verbal and written)

Proficiency in Microsoft Office Suite

Ability to prioritise multiple tasks

Education

R01, FA1, FA2 qualifications

Job description

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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