Description
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.
You will be part of a cross-functional team (“Pod”) comprising Financial Planners, Paraplanners, and fellow Client Support Executives, all working together to provide an outstanding client experience, drive efficiency, and foster collaboration. We value a continuous learning mindset and encourage innovative, proactive contributions from all team members.
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