Operations Support Manager

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. It has high standards and international reputation, 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.

What you'll do

• Huddle - Maintain and manage access to our internal adviser resource


• Client switches between advisers - Manage process with BFP Support Team Leaders


• Client Engagement documents - Maintain and update as needed


• Reviews Dashboard - Manage feedback from BFP users and liaise with development team


• BFP Internal Newsletter - Co-ordinate items for inclusion and circulate


• App/Tech Development - Engagement with Product Developers supported by Support Team Leaders


• GERTI 2 - Realignment of contract statuses for accurate AUM reporting in Enable


• Adviser Training & CPD - Event management & follow-up

BFP Data Analysis & Reporting - Sharepoint and develop dashboard:
o Fees - Internal from Enable reconciled with accounts version
o NNB in current form + development with Product Team
o WSR - maintain integrity and cross-check with Enable
o Fusion outflows > 100k
o Adviser quality KPIs (2023 bonus validation)
o Restricted proposition validation from NBR (product spread)
o Client survey results

• Ad hoc projects - Engage with Support Team, Leaders as needed


• Closed Products and Services - manage this new project to a successful conclusion
  
  Educated to degree, or equivalent, level.


• Experience of working in financial and/or professional services organisations


• Experience of operating across all levels of an organisation


• Excellent communication skills, both written and verbal, with individuals at all levels.


• Excellent PowerPoint and Excel skills


• Highly organised with an analytical approach to business decision making


• Sound knowledge and understanding of financial data and MI


• Proven project management skills


What you'll be like


• Highly motivated, flexible, and adaptable


• Someone looking to step up into a broader leadership role over the next 2-3 years


• Articulate and diplomatic with a strong team ethos


• Strong interpersonal skills with a collaborative approach


• Excellent organisation and time management skills with attention to detail


• Proactive approach, including the ability to stay one step ahead and to pre-empt where possible


• Deliver/ solution focused


• Resilient and calm under pressure, with the ability to challenge effectively