Client Support Executive

We’re looking for a Client Support Executive to support our Financial Planning team in delivering a high-quality client experience and supporting continued business growth.

You’ll work as part of a local, cross-functional team (pod) alongside Financial Planners, Paraplanners and other Client Support Executives. Together, you will manage client relationships, coordinate activity and keep delivery on track, ensuring a consistent, efficient service.

This is a collaborative environment where you are encouraged to take ownership, contribute ideas and build your knowledge. We value a proactive mindset, attention to detail and a focus on improving how we support clients.

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 support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.

We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.

Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.

As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services 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.