Benchmark Capital
Senior Client Support Executive
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Client Services
Location: Winchester
Description
This is an excellent opportunity for an experienced Financial Planning Administrator or Client Support Executive looking to take the next step in their career.
You'll be a trusted partner to Financial Planners, helping manage client relationships, coordinating complex administration, supporting new business and ongoing servicing activities, and contributing to the smooth running of the team. You'll also have the opportunity to support and develop junior colleagues and, depending on experience, may have line management responsibilities.
What You'll Do
Client Support
- Support Financial Planners with the 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.
Financial Planning Administration
- 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.
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Compliance & Governance
- Complete electronic AML and client verification checks.
- Prepare and submit documentation in line with regulatory requirements.
- Maintain accurate and audit-ready client records.
- Support the delivery of positive client outcomes and Treating Customers Fairly principles.
Technical & Suitability Support
- Gather information, provider data, and product illustrations.
- Assist with cash flow modelling and financial planning analysis.
- Produce suitability reports and supporting client documentation.
- Prepare costs and charges disclosures.
- Support the integrity and maintenance of client data.
Team Leadership
Where applicable, you may:
- Provide guidance and coaching to colleagues.
- Support onboarding and training activities.
- Conduct regular one-to-one meetings.
- Monitor service delivery and team performance.
- Encourage professional development and qualification progression.
The Knowledge, Experience, and Qualifications You Need
- 3-5 years' experience within Financial Services, ideally supporting Financial Planners.
- Experience working in a Financial Planning, Wealth Management, or IFA environment.
- Level 4 Diploma qualified or actively working towards qualification.
- Strong understanding of Financial Planning administration and client servicing processes.
- Knowledge of FCA-regulated environments and compliance requirements.
- Experience using CRM systems and Microsoft 365 applications.
- Strong organisational skills and the ability to manage multiple priorities.
- Excellent written and verbal communication skills.
- A proactive approach with strong attention to detail.
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What You'll Be Like
- Passionate about delivering excellent client service.
- A strong team player who enjoys supporting and developing others.
- Calm, organised, and able to work effectively under pressure.
- Proactive, adaptable, and solutions-focused.
- Committed to continuous improvement.
- A positive ambassador for Benchmark's values and customer-first culture.
We're looking for the best, whoever they are.
Inclusion and Diversity
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.
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