Wealth Management Client Support Specialist

Benchmark Capital Limited; Highburton; On-site; GBP 26,000 - 34,000; Full time

Job summary

Robertson Baxter Wealth Management in Huddersfield is seeking a Client Support Executive to join our Client Services team on a full-time, permanent basis. The role supports Financial Planners and Paraplanners to deliver exceptional client service across onboarding, administration and ongoing servicing.

In this fast-paced environment you will manage meetings, prepare documents, handle client communications and ensure accurate records.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial services knowledge

Organisational skills

Communication skills

MS Office proficiency

Client relationship

Tools

Microsoft Office

Job description

Robertson Baxter Wealth Management in Huddersfield is seeking a Client Support Executive to join our Client Services team on a full-time, permanent basis. The role supports Financial Planners and Paraplanners to deliver exceptional client service across onboarding, administration and ongoing servicing.

In this fast-paced environment you will manage meetings, prepare documents, handle client communications and ensure accurate records.