Senior Client Success Partner - Financial Planning

Benchmark Capital Limited; Winchester; On-site; GBP 32,000 - 42,000; Full time

Job summary

Benchmark Capital Limited in Winchester is seeking a Senior Client Support Executive to join our Client Services team. You will assist Financial Planners, manage client relationships, and coordinate complex administrative tasks to ensure seamless servicing.

You’ll prepare meeting packs, help with onboarding and AML requirements, and mentor junior colleagues. The role offers exposure to wealth management processes and opportunities for line management responsibilities depending on experience.

Qualifications

• 3-5 years' experience within Financial Services, ideally supporting Financial Planners.
• Level 4 Diploma or actively working towards qualification.
• Strong understanding of Financial Planning administration and client servicing processes.
• Knowledge of FCA-regulated environments and compliance requirements.
• Strong organisational skills with ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Experience using CRM systems and Microsoft 365 applications.

Responsibilities

• Support Financial Planners with preparation and delivery of client meetings.
• Produce client meeting packs, annual review documentation and supporting reports.
• Act as a key point of contact for clients on administrative matters.
• Coordinate client onboarding activities, including compliance and AML requirements.
• Support annual reviews and ongoing servicing arrangements.
• Mentor and support junior team members with more complex client requirements.
• Process new business applications, fund switches, transfers and top-ups.
• Maintain accurate client records within our CRM systems.
• Liaise with providers, clients and internal stakeholders to progress cases efficiently.
• Produce review documentation, valuations and client communications.
• Reconcile adviser charging and maintain high standards of data quality.
• Identify opportunities to improve operational efficiency and client service.

Skills

Client servicing

CRM proficiency

Microsoft 365

Communication skills

Time management

Education

Level 4 Diploma in Financial Planning / related

Tools

CRM systems

Microsoft 365

Job description

Benchmark Capital Limited in Winchester is seeking a Senior Client Support Executive to join our Client Services team. You will assist Financial Planners, manage client relationships, and coordinate complex administrative tasks to ensure seamless servicing.

You’ll prepare meeting packs, help with onboarding and AML requirements, and mentor junior colleagues. The role offers exposure to wealth management processes and opportunities for line management responsibilities depending on experience.