Client Support Executive

Benchmark Capital Limited; Romsey; Vor Ort; GBP 24.000 - 30.000; Vollzeit

Zusammenfassung

Benchmark Capital Limited is seeking a Client Support Executive to join our Romsey team in a full-time role. You will assist Financial Planners, prepare meeting packs, and manage client documentation while ensuring a smooth client journey.

You will work with cross-functional colleagues in a fast-paced financial planning environment, focusing on accuracy, client service, and timely updates to advisers and clients.

Qualifikationen

• Experience in financial services, wealth management or financial planning.
• Strong organisational skills with ability to multitask.
• Excellent attention to detail and proactive mindset.
• Confident written and verbal communication.
• Collaborative approach and relationship-building.
• Proficiency in Microsoft Office.
• Understanding FCA regulation and Treating Customers Fairly.
• Interest in financial planning and wealth management.
• Progress towards Level 4 Diploma in Regulated Financial Planning.

Aufgaben

• Support Financial Planners with meeting prep and delivery.
• Prepare meeting packs, annual reports, risk questionnaires and client documents.
• Act as key client contact for administrative matters.
• Deliver a professional and responsive service to clients throughout their journey.
• Assist onboarding including welcome packs and portal access.
• Process applications and maintain records in the CRM.
• Monitor applications, transfers and provider communications.
• Produce client review reports and fee administration tasks.

Kenntnisse

Financial services

Wealth management

Financial planning

Client support

Organisational skills

Attention to detail

Communication skills

MS Office

Regulation knowledge

Diploma progress

Ausbildung

Level 4 Diploma in Regulated Financial Planning (progress towards)

Tools

MS Office

Jobbeschreibung

Client Support Executive

Department: Client Services

Employment Type: Full Time

Location: Romsey

Reporting To: Sally Lovegrove

Description

Do you enjoy building strong relationships with clients and being the person who keeps everything running smoothly behind the scenes?

Are you highly organised, detail-focused and interested in developing a career within financial planning?

We're looking for a Client Support Executive to join our growing Financial Planning team. This is an opportunity to become part of a collaborative, high-performing team that supports advisers and clients throughout the financial planning journey.

You’ll work within a cross-functional team ("Pod") alongside Financial Planners, Paraplanners and fellow Client Support Executives, helping to deliver an exceptional client experience while supporting the continued growth of the business.

This role is ideal for someone who enjoys working in a fast-paced environment, takes pride in delivering excellent service and wants to build a long-term career within financial services.

What you'll do

• Support Financial Planners with the preparation and delivery of client meetings, both 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 and responsive service to clients throughout their journey.
• Support new client onboarding, including welcome packs, portal access and compliance checks.

• Process applications and maintain accurate records within our Enable CRM system.
• Monitor applications, transfers and provider communications to keep cases progressing.
• Maintain regular contact with clients and providers.
• Produce client review reports using internal systems.
• Process adviser charging instructions and fee administration activities.
• Validate investments and valuations for accuracy.
• Handle incoming post and distribute information appropriately.
• Respond to inbound telephone enquiries.
• Prepare and send letters of authority to providers and ceding schemes.
• Support office administration activities where required.

• Complete electronic Anti-Money Laundering (AML) checks.
• Manage documentation for new business submissions and asset transfers.
• Maintain accurate records in line with FCA requirements and internal policies.
• Help keep client files audit-ready at all times.

• Gather information, quotations, illustrations and product research.
• Assist in preparing and maintaining cashflow planning data.
• Compile client information to support recommendation reports.
• Produce standard suitability reports, fund switches, top-ups and review communications.
• Prepare costs and charges disclosures using FE Analytics.
• Maintain accurate client records and data integrity.

• Work closely with Financial Planners and Paraplanners to maintain complete client records.
• Manage electronic signatures via Adobe Sign.
• Respond promptly to client and provider enquiries.
• Provide proactive progress updates to clients throughout the advice process.

The knowledge, experience and qualifications you need

• Previous experience in financial services, wealth management, financial planning or a client support/administration role.
• Strong organisational skills and the ability to manage multiple priorities.
• Excellent attention to detail.
• A collaborative approach and ability to build strong relationships.
• Confident communication skills, both written and verbal.
• Strong Microsoft Office skills.
• A proactive mindset and willingness to learn.
• Basic understanding of FCA regulation and Treating Customers Fairly principles.
• An interest in financial planning and wealth management.
• Progress towards, or a desire to complete, the Level 4 Diploma in Regulated Financial Planning.

The base

You'll be based at our Romsey office, located in the heart of Hampshire, close to the historic market town centre and surrounded by the beautiful countryside of the Test Valley. The office offers a professional and welcoming environment, with excellent local amenities and transport links nearby. Our modern workspace is designed to encourage collaboration, support productivity, and provide the resources needed to help you succeed.

We value work-life balance and are committed to creating a positive and supportive culture. The Romsey office brings together colleagues from across the business, fostering strong working relationships, knowledge sharing, and a sense of community, while offering the benefits of working in a well-connected location with a more relaxed pace than larger city centres.