Help shape a business-critical Consumer Duty project
We're looking for a Product Governance Analyst to join our propositions team in Horsham, on a 12-month fixed-term contract, supporting the delivery of a significant Closed Products Review programme.
This is an opportunity to work on a high-profile initiative that sits at the heart of our commitment to delivering good client outcomes and meeting Consumer Duty requirements. You'll play a key role in gathering, validating and analysing data, engaging with product providers, supporting compliance assessments, and producing management information that helps drive informed decision-making.
The role would suit someone with experience in financial services operations, paraplanning, platform administration, or business analysis who enjoys solving problems, working with data, and collaborating with stakeholders across the business.
Working within a dedicated project team, you will support the delivery of our Closed Products Review programme by analysing product and client data, maintaining accurate records, engaging with providers, and producing audit-ready documentation.
You'll work closely with the Propositions Director, subject matter experts, stakeholders, operations teams and compliance colleagues to help deliver key project milestones.
- Maintain and validate closed product datasets, ensuring data accuracy and completeness
- Engage with providers to obtain fair value assessments and supporting product information
- Maintain the central closed products register
- Support Consumer Duty and suitability assessments
- Monitor and report on client impacts and segmentation
- Produce management information and reporting outputs
- Create and maintain robust audit trails and supporting documentation
- Identify opportunities to improve processes, controls and reporting
- Collaborate with stakeholders across the business to support successful project delivery
- Use technology and data analysis tools to support decision making and problem solving
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3-5 years' experience within financial services
- Strong data analysis, validation and reporting skills
- Excellent attention to detail
- Ability to manage multiple priorities and deadlines
- Strong communication and stakeholder management skills
- Experience using Microsoft 365, including Excel
- Analytical mindset and problem-solving capability
- Ability to work independently and collaboratively
- Experience within a financial planning environment
- Operational, paraplanning or platform administration experience
- Understanding of pensions, investments and protection products
- Knowledge of FCA regulation and Consumer Duty requirements
- Experience working within project or change programmes
You'll be based at the Benchmark Head Office, or one of our regional offices across the network, Our HQ is 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.
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.
