We are seeking a proactive and organised Client Support Administrator to join our team on a part time 12-month maternity cover contract, based in our Broadstone office in Dorset. In this key role, you’ll deliver exceptional client service and provide vital administrative support to our Financial Planners. You’ll be the primary administrative contact for clients, ensuring efficient processing, upholding compliance standards, and contributing to an outstanding client experience.
Please note: This role is for 28 hours per week, and offered on a part time basis.

THE KNOWLEDGE, EXPERIENCE AND QUALIFICATIONS YOU NEED

• Motivated and confident in working collaboratively across the business, building strong relationships with both internal colleagues and external stakeholders.
• Proactive and able to use initiative, while also thriving as a supportive member of the team.
• Demonstrates excellent attention to detail in all aspects of work.
• Highly organised, with the ability to prioritise multiple tasks effectively in a fast-paced, deadline-driven environment; able to make decisions and remain calm under pressure.
• Proficient in Microsoft Office applications.
• Willing to complete a range of educational and training tutorials on our internal client management systems and administration platforms, including Enable and Fusion, becoming fully familiar with our online client portal, Wealth Platform.
• Embraces change and actively contributes to a positive corporate culture.
• Possesses a professional telephone manner and demonstrates strong verbal and written communication skills.
• Hold (or working towards) relevant qualifications such as R01, FA1, and FA2, which would be an advantage.

ABOUT BENCHMARK CAPITAL

Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey – from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.
We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.
As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.
As part of the Schroders Plc Group, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over £750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK’s largest financial services businesses.
We’re looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
Job Type: Part-time
Pay: £20,000.00-£22,400.00 per year
Expected hours: 28 per week

Benefits:

• Company pension
• Flexitime
• Private medical insurance

Ability to commute/relocate:

• Swindon SN6 8TZ: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Swindon SN6 8T