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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 strong organizational skills and attention to detail while supporting financial planners in client meetings, documentation preparation, and compliance checks. Proficient in managing client relationships and maintaining accurate records in line with FCA regulations.
Highest-signal resume keywords
Financial Services ExperienceClient Support AdministrationFCA Regulation KnowledgeMicrosoft Office ProficiencyLevel 4 Diploma in Regulated Financial Planning
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 ProductionAnti-Money Laundering ChecksCost and Charges Disclosure PreparationElectronic Signature ManagementCashflow Planning Data Assistance
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 OnboardingFCA RequirementsTreating Customers Fairly Principles
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 administrative contact for clients 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
- Produce client review and suitability 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 to providers and ceding schemes
- Support office administration activities
- Complete electronic Anti-Money Laundering checks
- Manage documentation for new business submissions and asset transfers
- Maintain records in line with FCA requirements and internal policies
- Keep client files audit-ready
- Gather information, quotations, illustrations and product research
- Assist with cashflow planning data
- Compile client information for recommendation reports
- Produce standard 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- Based at the Maidstone office in the heart of Kent
- Excellent transport links and easy access to local shops, cafés, and amenities
- Modern workspace designed to support collaboration, innovation, and productivity
- Flexibility and resources needed to perform at your best
- Work-life balance
- Positive, welcoming and supportive working environment
- Opportunities to collaborate, share ideas, and build professional relationships