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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. Proficient in managing client relationships and maintaining accurate records in accordance with FCA regulations.
Highest-signal resume keywords
Client Support ExperienceFinancial Services KnowledgeOrganizational SkillsMicrosoft Office ProficiencyFCA Regulation Understanding
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 PreparationMeeting Pack PreparationRisk Questionnaire ProcessingApplication ProcessingRecord Maintenance in Enable CRMSuitability Report ProductionCost and Charge Disclosure PreparationElectronic AML ChecksCashflow Planning Data AssistanceFund Switches and Top-Ups
Soft Skills
Attention to DetailCollaborative ApproachStrong Relationship BuildingConfident Communication SkillsProactive Mindset
Tools & Technologies
Enable CRMFE AnalyticsAdobe Sign
Certifications & Qualifications
Level 4 Diploma in Regulated Financial Planning
Industry Keywords
Wealth ManagementFinancial PlanningFCA RequirementsTreating Customers FairlyClient Onboarding
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
- 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 and process adviser charging instructions
- Validate investments and valuations
- Handle incoming post and respond to telephone enquiries
- Prepare and send letters of authority to providers and ceding schemes
- Complete electronic AML checks
- Maintain records in line with FCA requirements and keep client files audit-ready
- Gather 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
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- No specific benefits stated