Client Support Adminstrator in Watford

Job description

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.

Extra information

Status

Open

Education Level

Secondary School

Location

Watford

Type of Contract

Part-time jobs

Published at

06-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English