Client Support & Onboarding Specialist (Financial Planning)

Benchmark Capital Limited; Brighton; On-site; GBP 26,000 - 38,000; Full time

Job summary

Benchmark Capital Limited in Brighton is seeking a Client Support Executive to join our growing Financial Planning team. You’ll work with a cross-functional Pod of Financial Planners, Paraplanners and other Client Support Executives to deliver an exceptional client experience and support advisers and clients throughout the financial planning journey.

This role requires strong organisation, detail orientation and a proactive mindset as you prepare meeting packs, onboarding, client documentation,

Qualifications

• 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.

Responsibilities

• 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.

Skills

Organisational skills

Attention to detail

Collaborative / team cooperation

Confident communication

Education

Level 4 Diploma in Regulated Financial Planning (progress towards)

Tools

Microsoft Office

Job description

Benchmark Capital Limited in Brighton is seeking a Client Support Executive to join our growing Financial Planning team. You’ll work with a cross-functional Pod of Financial Planners, Paraplanners and other Client Support Executives to deliver an exceptional client experience and support advisers and clients throughout the financial planning journey.

This role requires strong organisation, detail orientation and a proactive mindset as you prepare meeting packs, onboarding, client documentation,