Business Operations Consultant

Join Benchmark: Where Excellence Meets Innovation

About Us At Benchmark, we offer award-winning, proprietary solutions that encompass regulatory, platform, and investment services. Our mission is to support financial advisers at every stage of their journey, from launching and managing a financial advice business to accelerating its growth and realizing its value. Our technology and support services are designed to help advisers work more productively and effectively.

We also operate our own Financial Advice business, helping families find solutions to meet their needs and aspirations, achieving peace of mind. By providing access to high-quality solutions, we make it easier for clients to meet and exceed their goals. Ensuring good client outcomes is central to our decision-making process, and we are committed to treating customers fairly, with a strong duty of care to all clients, including those who may be more vulnerable.

Location Our Broadlands Business Campus near Horsham in West Sussex offers a unique working environment. Enjoy the benefits of a countryside campus with high standards and an international reputation, without the hustle and bustle of the city. Our campus features an on-site restaurant, coffee shop, gym, and a dedicated shuttle bus service to and from Horsham’s main line train station.

Responsibilities

Role Overview As a Business Operations Consultant, you will work across all business lines of Benchmark, supporting management, client-facing, and client support teams. Your responsibilities will include:

• Implementing and embedding effective first-line controls and processes to ensure good outcomes for clients.
• Serving as the first point of contact for management, client-facing, and client service teams.
• Identifying process-related opportunities to create additional capacity for teams, enabling them to generate new business.
• Ensuring high-quality data is available to run the business and meet client needs effectively.
• Collaborating with colleagues to implement system and process changes.
• Partnering with various teams to resolve issues and improve productivity, efficiency, and overall performance.
• Creating scalable solutions that align with our ambitious growth plans.
• Assessing financial advice to ensure it delivers good outcomes for clients and adheres to Consumer Duty standards.
• Collaborating with stakeholders and leaders to achieve commercial objectives and uphold quality standards.
  
  

Qualifications And Skills

• Motivated and comfortable working collaboratively across the business.
• Ability to work independently and as part of a team.
• High attention to detail.
• Experience with Client Management Systems.
• Pragmatic and can-do approach.
• Strong problem-solving skills and initiative.
• Proactively seeks improvements and follows through on ideas.
• Completion of educational and training tutorials on our internal systems (Enable and Fusion) and our online client portal (Wealth Platform).
• Embraces change and aligns with our corporate culture.
• Excellent telephone manner, communication skills, and high standards of literacy.
  
  

What We Value We are committed to treating customers fairly and upholding our duty of care to clients. We seek individuals who share these values and are dedicated to delivering excellent client outcomes.

Diversity and Inclusion At Benchmark, we believe that diversity of thought, facilitated by an inclusive culture, leads to better decision-making and helps us achieve our purpose of providing excellent investment performance to clients. We are an equal opportunities employer and welcome applicants regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.

Join us at Benchmark and be part of a team that values excellence, innovation, and inclusivity. Apply now to make a difference!