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Client Support Executive
Benchmark Capital. Support Financial Planners with preparation and delivery of virtual and face-to-face client meetings.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client support within financial services, including preparation of meeting documentation, compliance checks, and effective communication with clients and providers. Proficient in maintaining FCA-compliant records and utilizing CRM systems for accurate data management.
Highest-signal resume keywords
Client Support ExperienceFCA Regulation KnowledgeMicrosoft Office ProficiencyAttention to DetailOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Client Documentation PreparationRisk Questionnaire ManagementApplication ProcessingRecord Maintenance in Enable CRMElectronic AML ChecksSuitability Report ProductionCost and Charges Disclosure PreparationFund Switch ManagementCashflow Planning Data AssistanceValuation Validation
Soft Skills
Strong Relationship BuildingConfident Communication SkillsProactive MindsetCollaborative ApproachAbility to Manage Multiple Priorities
Tools & Technologies
Enable CRMAdobe SignFE Analytics
Certifications & Qualifications
Level 4 Diploma in Regulated Financial Planning
Industry Keywords
Financial ServicesWealth ManagementFinancial PlanningFCA ComplianceTreating Customers Fairly
About the role
Key responsibilities & impact- Support Financial Planners with preparation and delivery of virtual and face-to-face client meetings.
- Prepare meeting packs, annual review reports, risk questionnaires and client documentation.
- Act as a key contact for clients on administrative matters and provide responsive service.
- Support new client onboarding, including welcome packs, portal access and compliance checks.
- Process applications and maintain accurate records in Enable CRM.
- Monitor applications, transfers and provider communications.
- Maintain contact with clients and providers and produce client review reports.
- Process adviser charging instructions and fee administration activities.
- Validate investments and valuations.
- Handle incoming post and respond to inbound telephone enquiries.
- Prepare and send letters of authority to providers and ceding schemes.
- Complete electronic AML checks and manage new business and asset-transfer documentation.
- Maintain FCA-compliant, audit-ready client files.
- Gather information, quotations, illustrations and product research.
- Assist with cashflow planning data and recommendation reports.
- Produce suitability reports, fund switches, top-ups and review communications.
- Prepare costs and charges disclosures using FE Analytics.
- Manage electronic signatures via Adobe Sign.
- Provide proactive progress updates to clients throughout the advice process.
- Support office administration activities as required.
Requirements
What you’ll need- Previous experience in financial services, wealth management, financial planning or a client support/administration role.
- Strong organisational skills and ability to manage multiple priorities.
- Excellent attention to detail.
- Collaborative approach and ability to build strong relationships.
- Confident written and verbal communication skills.
- Strong Microsoft Office skills.
- Proactive mindset and willingness to learn.
- Basic understanding of FCA regulation and Treating Customers Fairly principles.
- Interest in financial planning and wealth management.
- Progress towards, or a desire to complete, the Level 4 Diploma in Regulated Financial Planning.
Benefits
Comp & perks- Collaborative team player: You thrive in a team, value input from others and contribute positively to the group.
- Committed to client care: You advocate for Treating Customers Fairly and take our duty of care to clients seriously.
- Enthusiastic and detail-focused: You are conscientious, with a keen eye for detail and a drive for continuous improvement.
- A positive problem solver: You are proactive and dedicated to achieving excellent client outcomes.
- Interested in financial planning: You want to understand the financial planning lifecycle and how our systems and offerings improve the client experience.
- Confidential: You can be trusted with sensitive personal and financial data.
- Resilient: You adapt well when dealing with delays, provider errors or client challenges.