Part-Time Client Support Executive - Financial Planning

Benchmark Capital Limited; Horsham; Hybrid; GBP 16,000 - 26,000; Part time

Benefits offered by this job

Part-time 4 days per week

Hybrid working

Competitive salary and benefits

Support towards professional qualific

Career development opportunities

Collaborative culture

Leading wealth management business

Job summary

Benchmark Capital Limited is hiring a Client Support Executive to back the Financial Planning team in Horsham. You’ll support Financial Planners, prepare documents and reports, and handle client onboarding with strong regulatory alignment.

The role is part-time (4 days/week) with a hybrid working model, offering a competitive package and professional development support within the UK wealth management space.

Qualifications

• Excellent organisational and prioritisation skills.
• Strong written and verbal communication skills.
• High attention to detail and accuracy.
• Proficiency in Microsoft Office.
• Progress towards Level 4 Diploma in Financial Planning, or a desire to work towards this qualification.

Responsibilities

• Support Financial Planners with client meetings, both in person and virtually.
• Prepare meeting documentation, annual review packs, agendas and client reports.
• Act as a primary contact for clients regarding administrative queries.
• Coordinate client onboarding activities, including platform access, welcome documentation and compliance checks.
• Build strong relationships with clients and provide a consistently high level of service.
• Manage applications, transfers and servicing requests from submission through to completion.
• Monitor provider progress and proactively follow up outstanding actions.
• Maintain accurate records and data within internal systems.
• Produce client review material and valuation reports.
• Process adviser fees, charging instructions and reconciliations.
• Review valuations and investment information to maintain data accuracy.
• Identify opportunities to improve processes and enhance efficiency.
• Complete AML checks.
• Prepare and submit new business and transfer documentation.
• Maintain audit-ready client files in line with FCA requirements and company procedures.
• Support the delivery of good client outcomes through accurate record keeping and regulatory compliance.
• Gather information, quotations and illustrations from providers.
• Assist with cashflow modelling preparation.
• Prepare suitability reports, fund switch reports, top-up reports and client correspondence.
• Produce costs and charges disclosures.
• Support the maintenance and integrity of client data.
• Handle incoming calls and correspondence.
• Manage incoming and outgoing post.
• Support local office administration and facilities requirements.
• Assist colleagues across the wider Pod as required.

Skills

Organisational skills

Communication skills - written and Ver

Attention to detail

Microsoft Office

Education

Level 4 Diploma in Financial Planning (progress towards)

Tools

Enable

Fusion

Job description

Benchmark Capital Limited is hiring a Client Support Executive to back the Financial Planning team in Horsham. You’ll support Financial Planners, prepare documents and reports, and handle client onboarding with strong regulatory alignment.

The role is part-time (4 days/week) with a hybrid working model, offering a competitive package and professional development support within the UK wealth management space.