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Benchmark Capital · 1 month ago

Client Support Executive

Horsham

Full-time

Hybrid

New Grad, Entry Level

Benchmark Capital is one of the UK’s leading financial planning businesses, aiming to help clients realize aspirations and achieve peace of mind. They are seeking a Client Support Executive to assist the Financial Planning team in delivering outstanding client experiences and supporting ambitious growth plans.

AdviceImpact InvestingReal Estate Investment

Responsibilities

Assist Financial Planners with client meetings (virtual and in-person)

Prepare meeting packs including agendas, annual reports, risk questionnaires, and signature documents

Act as the main contact for client administrative queries

Support onboarding by preparing welcome packs, setting up portal access, and completing compliance checks

Manage daily tasks such as processing applications and updating the Enable CRM system

Track application progress, transfers, and provider communications

Produce client review reports using Enable tools

Handle adviser fee processing, including charging instructions and reconciliation

Validate investment data and valuations for accuracy

Manage incoming post, calls, and general office administration

Prepare and send letters of authority to providers

Coordinate office supplies and inventory

Complete electronic AML checks

Upload and maintain compliance documentation for new business and transfers

Keep all files audit-ready and compliant with FCA and company standards

Gather client data, quotations, and product details

Assist with cashflow modelling and recommendation reports

Prepare suitability reports, fund switch/top-up reports, and post-review letters

Generate cost and charges disclosures using FE Analytics

Maintain accurate client records in the database

Liaise with Financial Planners to keep client records up to date

Prepare documents for e-signature via Adobe Sign

Respond promptly to client and provider queries

Keep clients informed on application progress and review schedules

Support team and business objectives as required

Qualification

Client relationship managementMicrosoft Office proficiencyFCA regulations knowledgeAttention to detailOrganizational skillsProactive initiativeBasic compliance understandingCommunication skillsTeam collaborationAdaptability