Electronics manager Work, Jobs in Wokingham, Brk (with Salaries)

Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
1h
Laboratory Manager- 12 month fixed term contract
QinetiQ —Farnborough
- £43,200 - £48,000 a year
- Full-time
- Laboratory experience
- Continuous improvement
- Communication skills
- Employee discount
12d
Production Manager
TechPoint —Basingstoke
- £40,000 - £50,000 a year
- Assembly
- Leadership
- Communication skills
- Free parking
- Life insurance
Quick apply
Quality Improvement Lead / Manager
Leonardo UK Ltd —Reading
- £60,000 - £88,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Business
- Communication skills
- Flexible schedule
- Referral programme
Product Owner
Hawk-Eye Innovations (HEI) —Basingstoke
- £43,630 - £65,440 a year
- Full-time
- Hybrid work
- Travel
- Leadership
- Communication skills
- Annual leave
- Employee discount
Technical Project Manager (Electronic Engineering)
Zenovo —Bracknell
- £55,000 - £65,000 a year
- Full-time
- CAD
- Engineering
Quick apply
Collision Investigation Technical Reviewer
TRL —Wokingham
- Part-time
- Hybrid work
- Engineering
- Presentation skills
- Communication skills
- Annual leave
- Flexible schedule
Stores & Despatch Manager
TechPoint —Basingstoke
- £40,000 - £45,000 a year
- ERP systems
- Continuous improvement
- Organisational skills
- Life insurance
- Sick pay
Quick apply
Field Service Supervisor - South East
Tunstall UKI —Woking
- Overtime
- Analysis skills
- Project management
- Mentoring
- Employee assistance programme
- Employee discount
Quick apply
Opportunities at TCS - Satellite Communications Technician
Serco Plc —Bordon
- Call to connect
- Microsoft Office
- Employee assistance programme
Product Manager - Digital Imaging
Sony Europe BV, United Kingdom —Weybridge
- Full-time
- English
- Analysis skills
- Presentation skills
EU Distribution Partner Account Manager
Panasonic Manufacturing —Bracknell
- Sales
- English
- Analysis skills
Commodity Manager - Electronics
Martin Baker Aircraft Company Ltd —Denham
- Full-time
- Engineering
- No degree
- Negotiation
- Annual leave
- Employee discount
Quick apply
Senior Project Manager
Tilbury Douglas —Thames Valley
- Full-time
- Management
- Project management
- Leadership
- Annual leave
- Employee assistance programme
Senior Project Manager (13525)
Tilbury Douglas —Thames Valley
- Full-time
- Management
- Project management
- Leadership
- Annual leave
- Employee assistance programme
Internal Customer Service
TechPoint —Basingstoke
- £35,000 - £43,000 a year
- Sales
- Travel
- Communication skills
- Free parking
- Life insurance
Quick apply
Product Manager
Clinisys —Woking
- Remote
- Computer Science
- Analysis skills
- Bachelor's degree
Project Manager
Evolution Security —Marlow
- Full-time
- Hybrid work
- Project management
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
Quick apply
Project Manager
Mitie —Camberley
- Full-time
- Hybrid work
- Project management
- Organisational skills
Workflow & IT Solutions Specialist Hardware Automation
Beckman Coulter Diagnostics —Amersham
- Full-time
- Remote
- Engineering
- Master's degree
- Analysis skills
- Annual leave

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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

electronics manager jobs in wokingham, brk

Client Support Executive

Laboratory Manager- 12 month fixed term contract

Production Manager

Quality Improvement Lead / Manager

Product Owner

Technical Project Manager (Electronic Engineering)

Collision Investigation Technical Reviewer

Stores & Despatch Manager

Field Service Supervisor - South East

Opportunities at TCS - Satellite Communications Technician

Product Manager - Digital Imaging

EU Distribution Partner Account Manager

Commodity Manager - Electronics

Senior Project Manager

Senior Project Manager (13525)

Internal Customer Service

Product Manager

Project Manager

Project Manager

Workflow & IT Solutions Specialist Hardware Automation

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