Job Description

Description

We are seeking a

Client Support Executive

to join our successful, award-winning firm and support our Financial Planning team in delivering our service proposition to clients and advancing our ambitious growth plans.

You will be part of a cross-functional team ("Pod") comprising Financial Planners, Paraplanners, and fellow Client Support Executives, all working together to provide an outstanding client experience, drive efficiency, and foster collaboration. We value a continuous learning mindset and encourage innovative, proactive contributions from all team members.

What you'll do

Client Support

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.

Administration

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.

Compliance

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.

Information & Reporting

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.

Communication

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.

Additional Duties

Support team and business objectives as required.

The knowledge, experience and qualifications you need

Motivated and collaborative, able to build strong relationships with colleagues and external partners. Proactive and confident in taking initiative while working effectively as part of a team. Exceptional attention to detail. Strong organisational skills, with the ability to prioritise multiple tasks in a fast-paced, deadline-driven environment. Calm and decisive under pressure. Proficient in Microsoft Office applications. Willing to complete training on internal systems (Enable, Fusion), client asset platforms, and the online client portal (Wealth Platform). Adaptable to change and committed to contributing to a positive team culture. Excellent telephone manner and strong verbal and written communication skills. Basic understanding of FCA regulations and Treating Customers Fairly principles. Working towards or keen to achieve the Level 4 Diploma.

The base

You'll be based at the

Benchmark Head Office

, within our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.



We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.

About Benchmark Capital

Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey - from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.



We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.



As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.



As part of the

Schroders Plc Group

, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over 750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services businesses.

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.