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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 client documentation, compliance checks, and effective communication with clients and providers. Proficient in managing client onboarding processes and maintaining accurate records in line with FCA regulations.
Highest-signal resume keywords
Client Support ExperienceFCA Regulation KnowledgeMicrosoft Office ProficiencyAttention to DetailOrganisational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Documentation PreparationApplication ProcessingRisk Questionnaire ManagementFinancial Planning SupportAnti-Money Laundering ChecksFund Switches and Top-UpsCost and Charge DisclosuresRecord Maintenance in Enable CRMElectronic Signature ManagementCashflow Planning Data Assistance
Soft Skills
Strong Communication SkillsCollaborative ApproachProactive MindsetRelationship BuildingAbility to Manage Multiple Priorities
Tools & Technologies
Enable CRMFE AnalyticsAdobe Sign
Certifications & Qualifications
Level 4 Diploma in Regulated Financial Planning
Industry Keywords
Financial ServicesWealth ManagementClient OnboardingTreating Customers FairlyCompliance Checks
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 client contact for administrative matters and deliver 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 provide proactive progress updates
- Produce client review and standard suitability reports, fund switches, top-ups, and review communications
- Process adviser charging instructions and fee administration activities
- Validate investments and valuations
- Handle incoming post, telephone enquiries, and office administration
- Prepare and send letters of authority to providers and ceding schemes
- Complete electronic Anti-Money Laundering checks
- Manage documentation for new business submissions and asset transfers
- Maintain accurate, audit-ready client files in line with FCA requirements and internal policies
- Gather information, quotations, illustrations, and product research
- Assist with cashflow planning data and recommendation reports
- Prepare costs and charges disclosures using FE Analytics
- Manage electronic signatures via Adobe Sign
- Work closely with Financial Planners and Paraplanners to maintain complete client records
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 desire to complete, the Level 4 Diploma in Regulated Financial Planning
Benefits
Comp & perks- Based at the Romsey office in Hampshire, with excellent local amenities and nearby transport links
- Professional and welcoming office environment
- Modern workspace designed to encourage collaboration, support productivity, and provide necessary resources
- Work-life balance
- Positive and supportive culture
- Collaboration, knowledge sharing, and strong working relationships
- Well-connected location with a more relaxed pace than larger city centres