Client Support Administrator

Benchmark Capital; Watford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm is seeking a dedicated Client Support Administrator in Watford. The role involves providing administrative support for Financial Planners, managing client interactions, and ensuring data compliance. Applicants should have excellent attention to detail, strong communication skills, and proficiency in Microsoft Office. It offers a collaborative working environment, opportunities for professional development, and a commitment to diversity and inclusion.

Benefits

Healthy work-life balance

Modern facilities and resources

Supportive and connected community

Qualifications

• Experience working collaboratively within a team and building effective relationships.
• Initiative and the ability to operate effectively both independently and as part of a team.
• Willingness to complete educational and training tutorials on our platforms.

Responsibilities

• Support Financial Planners with the organisation of client meetings.
• Act as the first point of contact for clients on all administrative matters.
• Oversee documentation for new business and asset transfers.

Skills

Team collaboration

Attention to detail

Communication skills

Proficient in Microsoft Office Suite

Ability to multi-task

Education

R01, FA1, FA2 qualification(s)

Tools

Enable

Fusion

Wealth Platform

Job description

Client Support Administrator

We are looking for a dedicated Client Support Administrator to join our successful and award‑winning team of Chartered Financial Planners. As an integral part of the business, you’ll provide crucial administrative support to our Financial Planners, ensuring a seamless and exceptional experience for our clients.

What you'll do

• Support Financial Planners with the organisation of client meetings, both online and in‑person.
• Act as the first point of contact for clients on all administrative matters.
• Complete and submit applications, keeping data current on our Enable CRM system.
• Communicate consistently with clients and providers throughout all processing activities.
• Conduct electronic AML (Anti‑Money Laundering) checks.
• Oversee documentation for new business and asset transfers, ensuring full compliance and uploading relevant documents to Enable.
• Gather key information and collate client data and product details for analysis and reports.
• Prepare documents for electronic signature via Adobe Sign and respond promptly to all client / provider enquiries.
• Support additional administrative and team objectives as required.

The knowledge, experience and qualifications you need

• Experience working collaboratively within a team and building effective relationships.
• Initiative and the ability to operate effectively both independently and as part of a team.
• Strong attention to detail and the ability to multi‑task in a fast‑paced, deadline‑driven environment.
• Proficient in Microsoft Office Suite and able to quickly learn new internal systems (Enable, Fusion, Wealth Platform).
• Willingness to complete educational and training tutorials on our platforms.
• Excellent communication skills—both written and verbal—with a strong telephone manner.
• Flexible, positive attitude with a commitment to high client care standards.
• R01, FA1, FA2 qualification(s) or an interest in pursuing them is advantageous.

The base

You’ll be based at our regional office in Watford. It serves as a collaborative hub where ideas and teamwork drive success. Located in a lively town with excellent transport links, the office offers easy access to shops, cafés, and other local amenities. Inside, you’ll find modern facilities and resources designed to support your work and boost productivity.

We promote a healthy work‑life balance and believe this location helps foster a supportive and connected community for all team members.

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.