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
As a senior member of the Client Support team, you will lead by example to ensure all administration is delivered accurately and efficiently. You will manage multiple priorities in a fast‑paced environment, work closely with Financial Planners and colleagues to achieve shared goals, and support continuous improvement across the function. Depending on experience, the role may include line management responsibility.
Key Responsibilities
* Support Financial Planners with the preparation and delivery of client meetings (virtual and face‑to‑face), including meeting packs, reports and documentation.
* Act as the main point of contact for clients on administrative matters, managing onboarding, reviews and ongoing servicing.
* Complete and oversee applications, transfers and provider communications, ensuring accurate data is maintained within Enable CRM.
* Produce client review reports, suitability documentation and costs and charges disclosures, maintaining audit‑ready files in line with FCA requirements.
* Carry out AML checks and manage compliance documentation for new business and asset transfers.
* Gather and validate client data, valuations and investment information, supporting cashflow modelling and financial planning tools.
* Mentor and support junior team members, providing guidance on complex cases.
* Identify and implement efficiency improvements to enhance client service and team performance.
Line Management
* Provide day‑to‑day support, coaching and performance management.
* Support recruitment, onboarding, training and development in partnership with HR and L&D.
* Oversee workload, service standards, escalations and key reporting.
The knowledge, experience and qualifications you need
* Minimum 3–5 years in Financial Services, ideally within a Financial Planning environment. Confident working in teams, proactive, and able to build strong relationships with advisers, clients, and colleagues across the business.
* Diploma Level 4 (or equivalent) achieved or in progress.
* Strong organisational ability to manage multiple priorities in a deadline-driven setting. Decisive, calm under pressure, and able to work independently.
* Proficient in Client Management Systems and digital meeting tools (e.g., Microsoft Teams). Solid experience with Microsoft 365, CRM platforms, and compliance systems.
* Previous experience in a regulated environment and understanding of FCA requirements is desirable.
* Will complete training on internal platforms (Enable, Fusion) and become fully conversant with our client portal, Wealth Platform.
* Embraces change and aligns with our principles of creativity, quality, security, community, and sustainability.
* Passionate about leading, motivating, and developing a team, with a focus on continuous improvement and service excellence.
* Provides constructive, client-focused feedback to support business evolution.
* Excellent telephone manner, strong written and verbal communication skills, and high standards of literacy.
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.
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.
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.