Summary: The role of Wealth Planning Client Support Administrator involves providing essential administrative support to financial planners at Benchmark Capital during a 12-month maternity cover. The position requires effective communication with clients and providers, as well as the preparation of documentation for client meetings. The successful candidate will contribute to ensuring positive client outcomes in a vibrant working environment located in Horsham, West Sussex.

Key Responsibilities:

• Prepare meeting packs and documentation for client meetings and annual reviews.
• Carry out day-to-day administrative functions, including application submissions and maintaining data on the internal CRM system.
• Ensure ongoing communication with clients and providers throughout processing.
• Conduct electronic Anti-Money Laundering (AML) checks.
• Obtain necessary information from ceding schemes and providers to support research.
• Assist in preparing recommendation reports and client correspondence.
• Manage new business submissions and asset transfers, ensuring compliance documentation is submitted.
• Prepare and send documents for electronic signing via Adobe Sign.
• Address telephone and email inquiries from clients and providers.
• Handle general administrative tasks such as post, scanning, photocopying, and filing.

Key Skills:

• Minimum of 12 months of administrative experience within Financial Services, preferably in wealth management or financial planning.
• Familiarity with Client Management Systems.
• Strong ability to prioritize tasks in a fast-paced environment while maintaining composure under pressure.
• Excellent communication skills and a professional telephone manner.
• Motivated team player capable of building relationships with advisers and clients.
• R01, FA1, FA2 Qualified, or an aspiration to qualify is advantageous.

Salary (Rate): undetermined

City: Horsham

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other