Platform Controls Associate

Schroders; Horsham; On-site; GBP 25,000 - 45,000

Job description

Who We’re Looking For
Are you experienced in process and/or quality control within a platform environment? Do you have a keen eye for detail and a passion for continuous improvement? If so, we want to hear from you!

About Benchmark
Join our award-winning team at Benchmark, where we leverage proprietary solutions to provide regulatory, platform, and investment services. Our mission is to support financial advisers at every stage, helping them run their businesses more effectively and achieve their goals. We also operate our own Financial Advice business, assisting families in finding tailored solutions for their needs and aspirations. Our commitment to putting clients’ interests at the heart of our decisions ensures that we deliver exceptional outcomes, adhering to Treating Customers Fairly principles and prioritizing our duty of care to all clients.

Location
You will be based at our Schroders Campus near Horsham, West Sussex. Experience the serene countryside environment while benefiting from state-of-the-art technology and spacious facilities. Our campus features an on-site restaurant, coffee shop, and gym, serving as a great working environment. We offer a dedicated shuttle bus for commuters to and from Horsham’s mainline train station. We understand the importance of work-life balance and are open to flexible working arrangements—discuss your needs with us during the interview.

Key Responsibilities

• Understand and execute various processes within the control function
• Participate in team meetings and provide valuable feedback
• Be cross-trained in multiple administrative functions to support different business areas
• Develop knowledge of Platforms in the Financial Services market
• Follow procedures to ensure positive client outcomes
• Source information and think critically to identify solutions
• Review data for accuracy and implement corrective actions for control failures
• Assist in overseeing client-facing literature, collaborating with Marketing and Operational teams

Qualifications and Skills Required

• 5 GCSEs, including Maths and English Language
• 2 A Levels or equivalent
• Eagerness to learn and grow
• Strong attention to detail and a high degree of accuracy
• Ability to work collaboratively and independently
• Excellent written and verbal communication skills

Desirable Experience

• Previous experience in the Financial Services industry
• Proficiency in Microsoft Word and Excel
• Background in technical writing and process documentation

What You Will Bring

• Commitment to the Treating Customers Fairly principles
• Self-motivated attitude with a willingness to contribute across various team responsibilities
• Strong prioritization and time management skills
• Confidence to ask questions and suggest improvements calmly
• Openness to change and adaptability in a fast-paced environment
• Exceptional attention to detail

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.

Join Us
If you are ready to play a key role in delivering excellent investment performance through active management, we encourage you to apply and become part of our supportive and inclusive culture.