Client Support Executive

Benchmark Capital

. Support Financial Planners with preparation and delivery of virtual and face-to-face client meetings .

Posted 10/20/2026full-timeWinchester • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail while supporting financial planners in client meetings and documentation. Proficient in managing client onboarding, compliance checks, and maintaining FCA-compliant records.

Highest-signal resume keywords

Financial Services ExperienceClient Support AdministrationFCA Regulation UnderstandingMicrosoft Office ProficiencyLevel 4 Diploma in Regulated Financial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Documentation PreparationMeeting Pack PreparationRisk Questionnaire ProcessingApplication ProcessingClient Review Report ProductionAnti-Money Laundering ChecksFee Administration ActivitiesInvestment ValidationCost and Charges Disclosure PreparationElectronic Signature Management

Soft Skills

Strong Organizational SkillsExcellent Attention to DetailCollaborative ApproachConfident Communication SkillsProactive Mindset

Tools & Technologies

Enable CRMFE AnalyticsAdobe Sign

Certifications & Qualifications

Level 4 Diploma in Regulated Financial Planning

Industry Keywords

Wealth ManagementFinancial PlanningClient OnboardingTreating Customers Fairly PrinciplesFCA Compliance

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
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
Produce client review reports using internal systems
Process adviser charging instructions and fee administration activities
Validate investments and valuations
Handle incoming post and respond to telephone enquiries
Prepare and send letters of authority
Support office administration activities
Complete electronic Anti-Money Laundering checks
Manage documentation for new business submissions and asset transfers
Maintain FCA-compliant, audit-ready client files
Gather information, quotations, illustrations and product research
Assist with cashflow planning data
Compile client information for 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

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

Collaborative and professional office environment
Access to modern technology
Experienced colleagues
Opportunities to develop skills
Support and flexibility to thrive
Long-term career development opportunities