Client Experience Specialist – Financial Planning

Benchmark Capital Limited; Winchester; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

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Job summary

Benchmark Capital Limited is seeking a Client Support Executive in Winchester to join our Financial Planning team. You will work within a cross-functional pod, supporting advisers and clients through the planning journey.

You will prepare meeting materials, coordinate onboarding, and manage client records in CRM, ensuring accurate documentation and timely communication. A collaborative, service-oriented mindset is essential for building strong client relationships.

Qualifications

• Experience in financial services, wealth management, or client support.
• Strong organisational skills with ability to manage multiple priorities.
• Excellent attention to detail.
• A collaborative approach and ability to build relationships.
• Confident written and verbal communication.
• Proficient Microsoft Office skills.
• Proactive mindset and willingness to learn.
• Basic understanding of FCA regulation and Treating Customers Fairly.
• Interest in financial planning and wealth management.
• Progress towards Level 4 Diploma in Regulated Financial Planning.

Responsibilities

• Support Financial Planners with meetings, virtual and face-to-face.
• Prepare meeting packs, annual review reports, risk questionnaires and client documentation.
• Act as a key contact for clients on administrative matters.
• Deliver a professional, responsive service to clients throughout their journey.
• Support onboarding, including welcome packs, portal access and compliance checks.
• Process applications and maintain records within our Enable CRM system.
• Monitor applications and provider communications to progress cases.
• Maintain regular contact with clients and providers.
• Produce client review reports and fee administration activities.
• Handle AML checks and FCA-compliant documentation.
• Keep client files audit-ready at all times.
• Gather information, quotations, illustrations and product research.
• Prepare cashflow planning data and support recommendation reports.

Skills

Organisational skills

Attention to detail

Collaborative mindset

Communication skills

Microsoft Office

Proactive mindset

FCA regulation basics

Interest in financial planning

Level 4 Diploma progress

Experience in financial services

Wealth management experience

Client support/administration

Education

Level 4 Diploma progress in Regulated Financial Planning

Tools

Enable CRM

Adobe Sign

FE Analytics

Job description

Benchmark Capital Limited is seeking a Client Support Executive in Winchester to join our Financial Planning team. You will work within a cross-functional pod, supporting advisers and clients through the planning journey.

You will prepare meeting materials, coordinate onboarding, and manage client records in CRM, ensuring accurate documentation and timely communication. A collaborative, service-oriented mindset is essential for building strong client relationships.