Application Deadline: 21 January 2026 Department: Administration Location: Shrewsbury 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. Line Management (if applicable) 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. 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.