Senior Operations Associate

Join Our Team as a Senior Associate in Platform Operations in Horsham!

Are you experienced in managing funding transfers and reconciliations within the banking or financial services sector?

Do you have a proven track record of improving accuracy and efficiency in financial processes?

Are you passionate about optimizing workflows and mitigating risks in funding and disbursements?

Who We’re Looking For

Are you ready to take the next step in your career? We’re searching for a Senior Associate to join our dynamic Platform Operations team. In this role, you'll work collaboratively to complete multiple processes with accuracy and speed, ensuring we minimize errors. As Benchmark continues to evolve, we need someone who embraces change positively and is eager to challenge existing processes to enhance efficiency. This is an excellent opportunity for a proactive individual who is enthusiastic about learning and being part of a forward-thinking team.

About Benchmark

At Benchmark, we pride ourselves on delivering award-winning proprietary solutions across regulatory, platform, and investment services. Our mission is to support financial advisers at every stage of their journey, empowering them to operate more effectively and achieve unprecedented growth. Additionally, through our own Financial Advice business, we assist families in reaching their aspirations and ensuring their peace of mind.

Placing clients at the forefront of our decision-making, we embed the principles of Treating Customers Fairly throughout our organization, ensuring we uphold our duty of care to all clients, especially those who may be more vulnerable.

The Base

You will be based at our Schroders Business Campus near Horsham, West Sussex, a distinguished setting known for its high standards and international reputation. Surrounded by nature, our spacious campus fosters a collaborative and vibrant working environment. Enjoy our on-site amenities, including a restaurant, coffee shop, and gym. For commuters, we provide a dedicated shuttle service to and from Horsham’s mainline train station.

What You’ll Do

• Manage funding transfers on the platform, ensuring accuracy.
  
  
• Own daily workload allocation and drive efficient task completion.
  
  
• Serve as a point of escalation for team inquiries and challenges.
  
  
• Daily use of Microsoft Excel to analyse data, generate reports.
  
  
• Support the manager in the day-to-day management of the team, assisting with operational oversight and team engagement.
  
  
• Foster a positive culture and drive desired team behaviors.
  
  
• Identify and implement efficiencies within the team to optimise workflows.
  
  
• Monitor key risks within team operations and communicate effectively when escalations are required.
  
  
• Cultivate strong relationships with key stakeholders across the organization.
  
  
• Champion company goals for growth and success through proactive participation in initiatives.
  
  What You Bring
  
  Communication Skills: Strong interpersonal abilities with an interest in team activities, offering support where needed.
  
  Financial Services Experience: Previous experience in platforms or financial services is preferred, providing a strong foundation for the role.
  
  Team Collaboration: Proven ability to develop and manage relationships across global departments and external parties.
  
  People Skills: Focus on driving team engagement to create a high-performing environment.
  
  Deadline Management: Proficiency in working to tight deadlines while providing crucial updates.
  
  Customer-Centric Mindset: Always prioritize customer interests to ensure optimum outcomes.
  
  Process Improvement: A willingness to challenge existing processes for enhanced efficiency.
  
  Professional Development: Actively studying for industry exams (preferred).
  
  Technical Proficiency: Strong skills in the MS Office suite, including Excel, Word, and PowerPoint (preferred).
  
  What You’ll Be Like
  
  Client Advocate: Committed to the principles of Treating Customers Fairly and fulfilling your duty of care to clients.
  
  Passionate: Enthusiastic about contributing to a successful organization in the finance sector.
  
  People-Focused: Enjoy collaborating to improve both individual and team performance.
  
  Adaptable: Embrace the continuous evolution of our business model.
  
  Resilient: Navigate and understand multiple processes within a diverse and complex organization.
  
  Leadership Mindset: Demonstrate the qualities and behaviors of a leader, serving as a role model for peers.
  
  Positive Attitude: Approach challenges with optimism and a focus on achieving successful outcomes.
  
  We're looking for the best, whoever they 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