Financial planner Work, Jobs in Westcott, Sry (with Salaries)

Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
10h
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Client Relationship Support
AAB —Horsham
- Hybrid work
- Microsoft Word
- Continuous improvement
- Organisational skills
- Annual leave
- Employee assistance programme
4d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Writing skills
- Mentoring
- Communication skills
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- Computer skills
- Communication skills
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- Supervising experience
- Team management
- Mentoring
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Business development
Quick apply
IFA Administrator (Fixed Term Contract)
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
- Communication skills
Quick apply
6d
Client Administrator - London
Atomos —London
- Hybrid work
- CRM software
- Financial services
- AI
4d
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- Financial services
- Communication skills
Quick apply
Group Risk Administrator - Employee Benefits
Moore Kingston Smith —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Writing skills
- Continuous improvement
- Quality control
- Employee assistance programme
Quick apply
14d
Trainee Wealth Planner
Hoxton Wealth —London
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Writing skills
- Organisational skills
Quick apply
Financial Planner
AAB —London
- Hybrid work
- Mentoring
- Agile
- Communication skills
- Annual leave
- Employee assistance programme
12d

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Client Support Executive

Benchmark Capital -
Horsham

Apply Now

Job details

Full-time
10 hours ago

Qualifications

Financial Conduct Authority guidelines
Financial planning
Meeting coordination
Client engagement
Suitability report preparation
Administrative support experience
Process improvement
Microsoft Office Suite
Organisational skills
Customer support
Financial advisory support experience
Communication skills
Client onboarding compliance checks

Full job description

Description

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.

What you'll do

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.

The knowledge, experience and qualifications you need

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.

Why join benchmark?

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

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

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Client Support Executive