Do you enjoy building strong relationships with clients and being the person who keeps everything running smoothly behind the scenes?
Are you highly organised, detail-focused and interested in developing a career within financial planning?
We're looking for a Client Support Executive to join our growing Financial Planning team. This is an opportunity to become part of a collaborative, high-performing team that supports advisers and clients throughout the financial planning journey.
You'll work within a cross-functional team ("Pod") alongside Financial Planners, Paraplanners and fellow Client Support Executives, helping to deliver an exceptional client experience while supporting the continued growth of the business.
This role is ideal for someone who enjoys working in a fast-paced environment, takes pride in delivering excellent service and wants to build a long-term career within financial services.
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Support Financial Planners with the preparation and delivery of client meetings, both virtual and face-to-face.
- Prepare meeting packs, annual review reports, risk questionnaires and client documentation.
- Act as a key contact for clients on administrative matters.
- Deliver a professional and responsive service to clients throughout their journey.
- Support new client onboarding, including welcome packs, portal access and compliance checks.
- Process applications and maintain accurate records within our Enable CRM system.
- Monitor applications, transfers and provider communications to keep cases progressing.
- Maintain regular contact with clients and providers.
- Produce client review reports using internal systems.
- Process adviser charging instructions and fee administration activities.
- Validate investments and valuations for accuracy.
- Handle incoming post and distribute information appropriately.
- Respond to inbound telephone enquiries.
- Prepare and send letters of authority to providers and ceding schemes.
- Support office administration activities where required.
- Complete electronic Anti-Money Laundering (AML) checks.
- Manage documentation for new business submissions and asset transfers.
- Maintain accurate records in line with FCA requirements and internal policies.
- Help keep client files audit-ready at all times.
- Gather information, quotations, illustrations and product research.
- Assist in preparing and maintaining cashflow planning data.
- Compile client information to support recommendation reports.
- Produce standard suitability reports, fund switches, top-ups and review communications.
- Prepare costs and charges disclosures using FE Analytics.
- Maintain accurate client records and data integrity.
- Work closely with Financial Planners and Paraplanners to maintain complete client records.
- Manage electronic signatures via Adobe Sign.
- Respond promptly to client and provider enquiries.
- Provide proactive progress updates to clients throughout the advice process.
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Previous experience in financial services, wealth management, financial planning or a client support/administration role.
- Strong organisational skills and the ability to manage multiple priorities.
- Excellent attention to detail.
- A collaborative approach and ability to build strong relationships.
- Confident communication skills, both written and verbal.
- Strong Microsoft Office skills.
- A proactive mindset and willingness to learn.
- Basic understanding of FCA regulation and Treating Customers Fairly principles.
- An interest in financial planning and wealth management.
- Progress towards, or a desire to complete, the Level 4 Diploma in Regulated Financial Planning.
You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.
We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.
Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.
We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.
Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.
As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.
We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
