Benchmark Capital

Client Services Representative

• Support Financial Planners with preparation and delivery of virtual and face-to-face client meetings
• Prepare meeting packs, annual review reports, risk questionnaires and client documentation
• Act as a key contact for clients on administrative matters
• Support new client onboarding, including welcome packs, portal access and compliance checks
• Process applications and maintain accurate records in Enable CRM
• Monitor applications, transfers and provider communications
• Maintain contact with clients and providers
• Produce client review reports and process adviser charging instructions
• Validate investments and valuations
• Handle incoming post and respond to telephone enquiries
• Prepare and send letters of authority to providers and ceding schemes
• Complete electronic AML checks
• Maintain records in line with FCA requirements and keep client files audit-ready
• Gather quotations, illustrations and product research
• Assist with cashflow planning data and recommendation reports
• Produce suitability reports, fund switches, top-ups and review communications
• Prepare costs and charges disclosures using FE Analytics
• Manage electronic signatures via Adobe Sign
• Provide proactive progress updates to clients throughout the advice process

Client Support Executive

Engineer

• Provide first- and second-line technical support to colleagues across Benchmark and the wider group
• Support end users, devices, applications and infrastructure
• Act as the first point of contact for IT support
• Respond to incidents, service requests and enquiries via telephone, email, walk-up support and ticketing systems
• Troubleshoot and resolve hardware, software, application and connectivity issues
• Escalate complex issues while maintaining ownership and communication
• Deliver support in line with service levels and customer satisfaction targets
• Provision and decommission user accounts for joiners, movers and leavers
• Configure and deploy laptops, desktops, mobile devices and peripherals
• Support Microsoft 365, Teams, Outlook and other core business applications
• Assist with endpoint security, patching and software deployment
• Carry out device refresh, upgrade and replacement programmes
• Perform routine monitoring and health checks across supported systems
• Maintain IT asset registers and software licence records
• Create and update technical documentation and knowledge-base materials
• Support meeting room technology and office-based equipment
• Assist with technology procurement and equipment management
• Support technology projects and rollout activities
• Assist with onboarding acquired businesses into the Benchmark technology estate
• Identify opportunities to improve support services and colleague experience
• Collaborate with technology teams, suppliers and business stakeholders
• Support access management, identity management and security controls
• Assist with audits, compliance reviews and regulatory requirements
• Promote security awareness and best practice
• Ensure IT procedures, standards and controls are followed and documented

Client Support Executive

IT Service Desk Engineer