Consumer Duty Manager

As a Consumer Duty Manager at Benchmark, you will play a pivotal role in advancing our Consumer Duty initiatives. You will lead the development, oversight, and execution of these initiatives, directly reporting to the Group Propositions & Adviser Services Director. Your efforts will ensure that Consumer Duty outcomes are skillfully managed, risks are mitigated, and compliance is upheld across the board.,

• Compile essential Consumer Duty metrics for quarterly and annual reports.
• Assess, monitor, and steer Benchmark's alignment with Consumer Duty outcomes.
• Manage annual fair value assessments, ensuring management and Board approval.
• Facilitate regulatory reporting and information exchange within the distribution chain.
• Conduct client surveys, analyze feedback, and pinpoint opportunities for service improvement.
• Advise business units on best practices for achieving positive client outcomes.
• Provide Consumer Duty obligation training and share "Lessons Learned" within the company.
• Serve as the primary liaison between various stakeholders and the Group Propositions & Adviser Services Director.
• Organize meeting agendas, compile minutes, and oversee action items and commitments.
  
  Demonstrated excellence in documentation and senior management support.
• Proficiency in large data set analysis, exception reporting, and extracting actionable insights.
• Robust knowledge of relevant regulations and their business implications.
• Advanced skills in Excel, PowerPoint, and report writing.
• Exceptional attention to detail and commitment to quality.
• Effective communication and interpersonal skills.
• A minimum of 3-5 years' experience in the financial services industry.
Desired Skills:
• Familiarity with UK Consumer Duty regulations.
• Understanding of financial services industry-specific risk management techniques.
• Outstanding process management capabilities.
• Analytical mindset geared towards continuous learning and improvement.
• Mastery of the Microsoft suite, particularly Excel and PowerPoint.
  
  Benchmark Capital is dedicated to supporting financial advisers across their professional journey with our award-winning regulatory, platform, and investment services. Our commitment lies in equipping advisers with high-quality technology and support services, enabling them to operate efficiently, grow their businesses, and achieve their ambitions. At the heart of our operations is the priority to ensure good client outcomes and the fair treatment of all clients, especially the most vulnerable, through the integration of Treating Customers Fairly principles within our organization.