Benchmark Capital
Client Support Executive
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Department: Client Services
Location: Horsham
Description
As a Client Support Executive, you'll be a trusted point of contact for clients, advisers and providers, providing high-quality administrative and client service support throughout the financial planning journey.
You'll manage client interactions, coordinate new business and review activities, support report production, oversee application processing and help maintain the exceptional standards our clients expect.
What you'll do
Client Support & Relationship Management
- Support Financial Planners before, during and after client meetings
- Prepare meeting packs, annual review documentation and client correspondence
- Act as a primary contact for client administration enquiries
- Support new client onboarding and ongoing servicing activities
- Deliver an exceptional client experience at every stage of the journey
New Business & Administration
- Process new business applications and provider transactions
- Monitor application progress, transfers and provider communications
- Produce client review reports and servicing documentation
- Manage adviser fee processing and reconciliation activities
- Maintain accurate records within our CRM systems
- Support continuous improvement initiatives across the team
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Compliance & Documentation
- Complete AML and compliance-related checks
- Manage documentation for new business and asset transfers
- Maintain audit-ready client files
- Support adherence to FCA requirements and internal policies
Financial Planning Support
- Gather client information, quotations and illustrations
- Support the preparation of cashflow models and recommendation reports
- Produce standard suitability and review documentation
- Prepare costs and charges disclosures
- Maintain data quality and integrity across client records
The knowledge, experience and qualifications you need
- Previous experience in a Financial Planning, Wealth Management or IFA administration environment
- Strong understanding of financial planning processes and client servicing
- Experience handling provider interactions and new business processing
- Excellent organisational and administrative skills
- Strong attention to detail and accuracy
- Confident communication skills, both written and verbal
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Office applications
Desirable
- Progress towards, or ambition to achieve, the Level 4 Diploma in Regulated Financial Planning
- Understanding of FCA regulations and Treating Customers Fairly principles
- Experience using financial planning or client management systems
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why join Benchmark?
- Join an award-winning financial planning business
- Work alongside highly experienced Financial Planners and Paraplanners
- Be part of a collaborative team culture with clear career progression opportunities
- Access to structured learning and support towards professional qualifications
- Modern campus facilities including restaurant, coffee shop and gym
- Dedicated shuttle bus service to and from Horsham station
- Opportunity to contribute to a growing, ambitious organisation
We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location