What are the responsibilities and job description for the Business Support Associate position at Schroders Careers?
About Benchmark
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.
We know that helping you balance personal and professional commitments is a big part of that, so we're open to flexible working. Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need.
What you'll do
• Support the Business Support Manager and other Key Stakeholders across the business with the preparation of regular and ad-hoc management information
• Assume ownership and accountability of information collection and production
• Work to support colleagues across Operations
• Review trends and collaborate across departments to facilitate improvements to operational processes and procedures
• Develop and enhance Management Information through automated solutions using software such as Power BI, Power Automate and Power Apps
• Assist the Business Support Manager with Ad-Hoc projects and tasks
• Take a proactive approach to meetings with active participation and contributions
• Build and administer Management Information dashboards through the Power BI service with a key focus on data protection and information security
• Support the Business Support Manager with formal procedure updates relating to applicable procedures
• Support the Business Support Manager in the delivery of Management Information supporting regulatory and contractual obligations such as Consumer Duty and Vulnerable Clients
The knowledge, experience and qualifications you need
• 5 GCSE's including Math's & English or equivalent
• 2 A levels or equivalent
• Advanced experience of Microsoft Excel reporting and manipulation
• Experience in Power BI dashboard development across numerous data sources with a working knowledge of DAX coding
• Experience in gathering business requirements to achieve reporting objectives
• Exceptional attention to detail
• Ability to work as part of a team and autonomously
• Excellent communication skills, both written and verbal
• Outstanding numeracy and literacy skills
• Confident user of Microsoft Word and PowerPoint
• Working knowledge and understanding of the Financial Conduct Authority and regulation relating to Platform Services
• IMC, studying towards ACII would be beneficial
• Experience working with SQL, Power Automate and Power Apps would be beneficial
What you'll be like
• Promoter of the Consumer Duty and Treating Customers Fairly principles and deliver your own responsibility for the duty of care to our clients.
• Self-starter, willing to learn and embrace change
• Excellent time management and ability to prioritise work
• Positive attitude
• Confident with review of trends to recommend improvements
• Takes accountability for projects and tasks
• Operates in a highly organised and structured manner in a challenging, fast paced environment
• Strong analytical skills
We recognise potential, whoever you 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