Wealth Planning Client Support Specialist

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 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.