DESCRIPTION

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.

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.

• 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.