Job Description

Description

We are seeking an experienced

Senior Client Support Executive

to help deliver an outstanding client experience and support our Financial Planning team in achieving ambitious growth goals. In this role, you will use your Financial Services expertise to streamline processes, enabling Financial Planners to focus on clients. You will build trust through exceptional service and work closely with senior management to align day-to-day activities with our strategic objectives.

What you'll do

Client Support

Assist Financial Planners with client meetings (virtual and in-person). Prepare meeting packs, agendas, annual reports, risk questionnaires, and signature documents. Act as the primary contact for clients on administrative matters. Manage client onboarding, including welcome packs, portal access, and compliance checks. Mentor junior team members and provide guidance on complex cases. Support annual reviews and portfolio updates.

Administration

Complete and submit applications, maintaining accurate data in the Enable CRM system. Track applications, transfers, and provider communications to keep cases moving. Maintain regular communication with clients and providers throughout processes. Produce client review reports using Enable. Process adviser charging instructions and reconcile fees. Validate investment data and valuations for accuracy. Handle incoming calls and provide support as needed. Prepare letters of authority to obtain policy information. Manage stationery and office supplies where required. Identify and implement at least two efficiency improvements each year.

Compliance & Documentation

Conduct electronic AML checks. Upload and submit compliance documents for new business and asset transfers. Maintain audit-ready files in line with FCA and firm policies.

Information Gathering & Suitability

Collect data, quotes, illustrations, and product details for analysis. Prepare cashflow models and update financial planning tools. Compile client data for tailored recommendation reports and correspondence. Produce standard reports (suitability, fund switches, top-ups, post-review letters). Prepare costs and charges disclosures using FE Analytics. Maintain data integrity within the client database.

Additional Support

Carry out other tasks as required to support team and business objectives. Provide daily support and resolve queries, escalating where necessary. Assist with recruitment and onboarding in partnership with HR. Conduct regular one-to-ones and maintain personal development plans. Monitor performance and address capability or behavioural gaps. Oversee induction and training, working with Learning & Development. Encourage professional development and exam progression. Manage escalations and ensure effective communication across teams. Monitor telephony performance and maintain service standards. Report key metrics to Client Services Lead and Pod Leads. Oversee new business submissions and compliance uploads.

The knowledge, experience and qualifications you need

Experience:

3-5 years in Financial Services, ideally within a Financial Planning environment. Comfortable working in teams, proactive, and able to build strong relationships with advisers, clients, and colleagues.

Qualifications:

Diploma Level 4 (or equivalent) achieved or in progress.

Skills:

Strong organisational ability to manage multiple priorities in a deadline-driven setting. Decisive, calm under pressure, and able to work independently. Proficient with Client Management Systems and digital meeting tools (e.g., Microsoft Teams). Solid experience with Microsoft 365, CRM platforms, and compliance systems.

Knowledge:

Previous experience in a regulated environment and understanding of FCA requirements is desirable.

Systems:

Will complete training on internal platforms (Enable, Fusion) and become fully conversant with our client portal and Wealth Platform.

Mindset:

Embraces change and aligns with our principles of creativity, quality, security, community, and sustainability.

Leadership:

Passionate about leading, motivating, and developing a team, with a focus on continuous improvement and service excellence.

Communication:

Excellent telephone manner, strong written and verbal communication skills, and high standards of literacy.

Contribution:

Provides constructive, client-focused feedback to support business evolution.

The base

You'll be based at our regional office in

Shrewsbury

, supporting clients and colleagues across the area. The office offers a professional yet welcoming environment, with modern facilities designed to make work productive and comfortable.

We use advanced software and hardware to deliver efficient client service, and our workspace is set up to encourage collaboration and focus. Local amenities and transport links make commuting straightforward, and the office is well connected for travel across the region.

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.