Operations Associate - Account Closures & Deceased

About Benchmark

Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value.
We support high quality financial advisers with our award-winning technology and support services.

And with our own Financial Advice business, we help families find solutions to meet their needs and aspirations and achieve peace of mind. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals.

Ensuring good client outcomes, with the client s interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles 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.

The base

You'll be based at our Broadlands Business Campus near Horsham in West Sussex. Without being in the city, a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham s main line train station.

We know that helping you balance personal and professional commitments is a big part of that, so we're open to flexible working. Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need.

Who we're looking for

We are seeking self-starters and pro-active problem solvers, who understand the requirements of working in a regulated environment to join our fast-paced Operations teams.
As an Associate within the Operations team, you work within a team to complete multiple processes across the retail Investment Platform from; managing queries, updating personal details ensuring information is correct and up to date, proactively manage communications with custodians and advisor firms and corporate actions.

We have great opportunities for experienced Financial Associates, as well as opportunities to kick start your career within financial services.

What you'll do

• Understand and complete multiple processes across operations administration
• Contribute and feedback in team meetings
• Cross-trained for multiple functions/Administration processes to support multiple areas of the business
• Gain and maintain a good understanding of Platforms within the Financial Services market
• Follow procedures and instructions in order to ensure good client outcomes
• Source answers and think logically to find solutions
• Review data to ensure accuracy
• Picking up exceptions and make corrections where applicable to ensure timely and accurate completion of activity

The knowledge, experience and qualifications you need

• 5 GCSE's including maths and English language
• 2 A Levels or equivalent
• Willing to learn
• Accurate with good attention to detail
• Ability to work as part of a team and autonomously
• Excellent communication skills both written and oral

The knowledge, experience and qualifications that will help

• Financial Services industry experience
• Confident user of Microsoft Word and Microsoft Excel

What you'll be like

• Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients
• Self-starter, willing to learn
• Ability to prioritise work
• Confidence to ask questions and suggest process improvements
• Embraces change positively
• Able to work efficiently and accurately in a fast paced environment

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics