Client Support Executive

Benchmark Capital Limited; Shepley; On-site; GBP 24,000 - 32,000; Full time

Job summary

Robertson Baxter Wealth Management in Huddersfield is seeking a Client Support Executive to join our growing team. You will support Financial Planners and Paraplanners, handling onboarding, administration, and ongoing servicing to deliver excellent client outcomes.

The role offers development within financial planning, collaboration with experienced professionals, and the chance to build a long-term career in a busy wealth management practice.

Qualifications

• Experience in a financial planning or wealth management admin role.
• Excellent communication and relationship-building abilities.
• Strong attention to detail and organisational skills.
• Proactive mindset with a drive to improve processes.

Responsibilities

• Support Financial Planners before, during and after client meetings.
• Prepare meeting packs, agendas and client correspondence.
• Onboard clients and manage portal access and initial checks.
• Maintain accurate client records and processing of new business.
• Produce client reviews and suitability documents.
• Handle AML checks and compliance paperwork.

Skills

Communication skills

Organisational skills

Attention to detail

Problem solving

Customer service mindset

Education

Level 4 Diploma in Financial Planning (advantageous)

Tools

Microsoft Office

Job description

Robertson Baxter Wealth Management | Huddersfield Full-time | Permanent

Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients.

This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning.

As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing.

What you'll do

• Support Financial Planners before, during and after client meetings
• Prepare meeting packs, agendas, review documents and client correspondence
• Act as a key point of contact for clients on administrative matters
• Manage client onboarding activities, including welcome packs, portal access and initial checks
• Keep clients informed with proactive updates on applications, reviews and ongoing work
• Process new business applications and maintain accurate client records
• Monitor applications, transfers and provider requests to keep cases progressing
• Produce client review reports and supporting documentation
• Process adviser charging instructions and fee administration activities
• Validate investments and valuations to maintain data accuracy
• Manage incoming post, provider correspondence and client communications
• Support telephone enquiries from clients and external providers
• Prepare and issue Letters of Authority
• Complete Anti-Money Laundering (AML) checks
• Submit and maintain compliance documentation in line with company procedures
• Maintain accurate and audit-ready client files
• Support regulatory and governance requirements
• Gather information, quotations and illustrations from providers
• Assist with cashflow modelling data preparation
• Support the preparation of recommendation reports and suitability letters
• Produce standard suitability reports, review letters and fund switch documentation
• Prepare cost and charge disclosures
• Maintain high standards of data quality across client systems

The knowledge, experience and qualifications you need

• Previous experience in a financial planning, wealth management, banking or financial services administration role
• Strong organisational skills and the ability to manage multiple priorities
• Excellent attention to detail and accuracy
• Strong communication skills, both written and verbal
• Proficiency in Microsoft Office applications
• Ability to build positive relationships with clients, providers and colleagues
• A proactive approach to problem solving and continuous improvement
• Basic understanding of FCA regulations and Treating Customers Fairly principles
• An interest in financial planning and wealth management
• Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous

We're looking for someone who is:

• Client-focused and committed to delivering excellent service
• Collaborative and enjoys working within a team environment
• Positive, professional and adaptable
• Organised and able to work under pressure
• Proactive and willing to take ownership
• Resilient when managing competing priorities
• Trustworthy when handling confidential client information

Why join Robertson Baxter?

You’ll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do.

This role offers the opportunity to:

• Build a long-term career within financial planning
• Work alongside experienced Financial Planners and Paraplanners
• Develop your technical knowledge and professional qualifications
• Be part of a supportive and collaborative team culture
• Contribute directly to delivering exceptional client outcomes

This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions