Build manager Work, Jobs in Tongham, Sry (with Salaries)

Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
1h
Events Manager
Pennyhill Park Hotel & Spa —Bagshot
- Weekend availability
- Hospitality
- Sales
- Hotel
- Employee assistance programme
- Employee discount
12d
Airport Manager
VIP First Limited —Gatwick Airport
- From £45,000 a year
- Full-time
- Management
- Administrative experience
- Organisational skills
Quick apply
Sales Account Manager-Distributor Services
Sourcing City —Farnborough
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Sales
- Salesforce
- Free parking
Quick apply
Area Support Manager (term-time only)
Dolce Ltd —Basingstoke
- Part-time
- Management
- Cooking
- Supervising experience
- Health & wellbeing programme
- Employee assistance programme
Quick apply
Accuracy and Loss Manager
Gist Limited —Basingstoke
- £59,000 - £72,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- No degree
- Travel
- Annual leave
- Employee assistance programme
Logistics Manager
Datalec Precision Installations —Camberley
- Full-time
- Forklift
- Team management
- Organisational skills
Quick apply
14d
General Manager
Restaurant Associates —Woking
- Up to £55,000 a year
- Full-time
- Leadership
- Free parking
- Annual leave
6d
Lounge Manager
Flexjet Europe —Farnborough
- Weekend availability
- Hospitality
- Microsoft Office
- Project management
Quick apply
Operational Resilience and Readiness Manager
AXA —Redhill
- £60,000 - £75,000 a year
- Leadership
- Communication skills
- Employee discount
14d
Senior Advocacy Manager
Compassion in World Farming —Godalming
- £44,000 - £47,500 a year
- Part-time
- Hybrid work
- Driving
- Communication skills
- Free parking
- Annual leave
4d
Estate Services Manager - Ground Maintenance
Southern Housing —Horsham
- £45,385 a year
- Full-time
- Hybrid work
- Driving
- IT
- In-person
- Annual leave
11d
Project/Programme Manager
TrustMark (2005) Ltd —Basingstoke
- £55,000 a year
- Analysis skills
- Project management
- Organisational skills
- Free parking
- Sick pay
Quick apply
1d
Field Account Manager – AA Cars
The AA —Guildford
- Full-time
- Sales
- Analysis skills
- Organisational skills
- Annual leave
- Employee assistance programme
10d
Project Manager (DSEAR)
RSE —Basingstoke
- Engineering
- Supervising experience
- Project management
- Employee discount
Recruitment Manager
Meath Epilepsy Charity —Godalming
- Up to £44,000 a year
- Full-time
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
6h
Quality Compliance Officer
Meath Epilepsy Charity —Godalming
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
13d
Lead, Operational Excellence & Transformation Manager (12 Month FTC)
McLaren Racing —Woking
- Full-time
- Hybrid work
- Continuous improvement
- Life insurance
Quick apply
Graduate Operations Manager
Aspens —Woking
- £38,000 a year
- Travel
- Communication skills
- Life insurance
Food Manager
Sainsbury's —Farnham
- From £33,000 a year
- Management
- Leadership
- Employee discount
14d

I want to receive the latest job alerts for build manager in tongham, sry

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Support Executive

Benchmark Capital -
Weybridge

Apply Now

Job details

Full-time
1 hour ago

Qualifications

Financial planning
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

Description

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.

What you'll do

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.

The knowledge, experience and qualifications you need

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.

The base

You'll be based at our Weybridge office, supporting a team of Financial Planners and Paraplanners serving clients across the region. The office provides a collaborative working environment where you'll work closely with colleagues while benefiting from the support, scale and technology of the wider Benchmark business.

Weybridge offers excellent transport connections and a strong professional services community, making it an ideal location to develop your career within financial planning.

About Benchmark Capital

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.

Apply Now

Refine Your Search

build manager jobs in tongham, sry

Client Support Executive

Events Manager

Airport Manager

Sales Account Manager-Distributor Services

Area Support Manager (term-time only)

Accuracy and Loss Manager

Logistics Manager

General Manager

Lounge Manager

Operational Resilience and Readiness Manager

Senior Advocacy Manager

Estate Services Manager - Ground Maintenance

Project/Programme Manager

Field Account Manager – AA Cars

Project Manager (DSEAR)

Recruitment Manager

Quality Compliance Officer

Lead, Operational Excellence & Transformation Manager (12 Month FTC)

Graduate Operations Manager

Food Manager

I want to receive the latest job alerts for build manager in tongham, sry

Related Searches

Explore jobs in more locations

Description

What you'll do

The knowledge, experience and qualifications you need

The base

About Benchmark Capital

Jobseeker tools

Employer Tools

Browse

Stay Connected