We are looking for an experienced Client Support Executive to join our award-winning Financial Planning team. This is a key role supporting Financial Planners and clients throughout the financial planning journey, helping to deliver an exceptional client experience while contributing to our continued growth.
Working as part of a collaborative Pod, alongside Financial Planners, Paraplanners and Client Support Executives, you will take ownership of complex administration, client servicing and office support activities. You will also play a key role in maintaining high standards of accuracy, regulatory compliance and client care.
This opportunity is ideal for an experienced financial services administrator who enjoys building relationships, improving processes and delivering outstanding client outcomes.
This role is part time, working 4 days per week.
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Support Financial Planners with client meetings, both in person and virtually.
- Prepare meeting documentation, annual review packs, agendas and client reports.
- Act as a primary contact for clients regarding administrative queries.
- Coordinate client onboarding activities, including platform access, welcome documentation and compliance checks.
- Build strong relationships with clients and provide a consistently high level of service.
- Manage applications, transfers and servicing requests from submission through to completion.
- Monitor provider progress and proactively follow up outstanding actions.
- Maintain accurate records and data within internal systems.
- Produce client review material and valuation reports.
- Process adviser fees, charging instructions and reconciliations.
- Review valuations and investment information to maintain data accuracy.
- Identify opportunities to improve processes and enhance efficiency.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and submit new business and transfer documentation.
- Maintain audit-ready client files in line with FCA requirements and company procedures.
- Support the delivery of good client outcomes through accurate record keeping and regulatory compliance.
- Gather information, quotations and illustrations from providers.
- Assist with cashflow modelling preparation.
- Prepare suitability reports, fund switch reports, top-up reports and client correspondence.
- Produce costs and charges disclosures.
- Support the maintenance and integrity of client data.
- Handle incoming calls and correspondence.
- Manage incoming and outgoing post.
- Support local office administration and facilities requirements.
- Assist colleagues across the wider Pod as required.
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Previous experience in a Client Support, Financial Planning Administrator or Senior Administrator role.
- Experience supporting Financial Planners within a regulated financial advice environment.
- Strong knowledge of financial planning administration processes.
- Experience managing workflows, application tracking and provider relationships.
- Excellent organisational and prioritisation skills.
- Strong written and verbal communication skills.
- High attention to detail and accuracy.
- Proficiency in Microsoft Office.
- Good understanding of FCA regulations and Treating Customers Fairly principles.
- Experience using Enable, Fusion or similar financial planning systems.
- Experience producing suitability reports and client review documentation.
- Progress towards the Level 4 Diploma in Financial Planning, or a desire to work towards this qualification.
Part-time role, 4 days per week
Hybrid working approach
Competitive salary and benefits package
Support towards professional qualifications
Opportunity to work alongside highly experienced financial planning professionals
Collaborative and supportive culture
Career development opportunities within one of the UK's leading wealth management businesses
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.
