Overview
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.
Department & Location
Department: Client Services
Location: Horsham
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 postal mail, 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 cash‑flow 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.
Knowledge, Experience & Qualifications
* Comfortable working collaboratively across the business, building effective relationships with internal and external stakeholders.
* Able to take initiative while operating effectively as part of a team.
* Strong attention to detail with a high standard of accuracy.
* Able to prioritise multiple tasks in a fast‑paced, deadline‑driven environment, remaining calm and making sound decisions under pressure.
* Proficient in Microsoft Office applications.
* Willing and able to complete training on internal client management systems (including Enable and Fusion), custody and administration platforms, and the online client portal (Wealth Platform).
* Open to change and contributes positively to the firm’s culture.
* Excellent telephone manner with strong written and verbal communication skills.
* Basic regulatory awareness, including FCA rules and Treating Customers Fairly principles.
* Working toward, or keen to complete, the Level 4 Diploma.
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.
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.
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