Operations Associate - Funding & Disbursement

Benchmark’s Operations Associate supports investment platform administration, resolves client queries, verifies data and processes corporate actions.

We are looking for self-motivated individuals with strong problem-solving skills who are familiar with the demands of working in a regulated environment to join our dynamic Operations teams. As an associate in operations, you will collaborate with your team to handle a variety of processes on our retail Investment Platform, including managing client queries, updating and verifying personal information, proactively communicating with custodians and advisor firms, and handling corporate actions.

We offer excellent opportunities for experienced Financial Associates, as well as entry-level roles for those eager to begin their career in financial services.

Key Responsibilities

• Carry out a range of operational administration tasks accurately and efficiently

• Contribute actively in team meetings and share constructive feedback

• Cross‑train across multiple functions and administrative processes to support wider business needs

• Build and maintain a strong understanding of financial services platforms

• Follow processes and guidelines to support good client outcomes

• Research and identify solutions, applying clear and logical thinking to resolve issues

• Check and verify data to ensure accuracy

• Identify exceptions and make the necessary corrections so tasks are completed on time and to a high standard

Skills, Knowledge and Expertise

• Recent graduate or equivalent, with 5 GCSEs including Maths and English

• Minimum of 2 A Levels or equivalent

• Willing to learn and take on new responsibilities

• Strong accuracy and attention to detail

• Able to work independently and within a team

• Confident communicator with good interpersonal skills who takes an active interest in team and business activity and offers support when needed

The base

You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. 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.

About Benchmark Capital

Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models.

Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.

We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK. 

Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.

As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer.

You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.