Client Support Executive
BENCHMARK CAPITAL
Salary undisclosed
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Description
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.
Key Responsibilities
Client Support
- 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.
Administration
- 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.
Compliance & Documentation
- 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.
Financial Planning Support
- 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.
Communication
- 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.
Skills, Knowledge and Expertise
We're looking for someone who can demonstrate:
- 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.
Benefits
Benefits
- You'll be based at our Maidstone office, located in the heart of Kent. With excellent transport links and easy access to local shops, cafés, and amenities, the office provides a convenient and professional environment in which to work. Our modern workspace is designed to support collaboration, innovation, and productivity, while offering the flexibility and resources needed to perform at your best. We place real importance on work-life balance and maintaining a positive working environment. Our Maidstone office brings together colleagues from across the business, creating a welcoming and supportive community where people can collaborate, share ideas, and build lasting professional relationships.
About this role
Benchmark Capital's Client Support Executive role sits at the heart of their Financial Planning team, bridging advisers, clients, and operations. You'd support the full client journey—from onboarding through annual reviews—by preparing meeting materials, managing documentation, processing applications in their Enable CRM system, and handling compliance tasks like AML checks. The work spans client administration, record-keeping, fee processing, and gathering information to support financial planning recommendations, with regular contact across phone, email and electronic channels.
This suits someone with prior experience in financial services, wealth management or client-facing administration who thrives on organisation and detail. You'll need strong Microsoft Office skills, confident written and verbal communication, and a grasp of FCA regulation and Treating Customers Fairly principles. The role values collaboration—you'll work within a cross-functional pod of Financial Planners, Paraplanners and fellow support staff—and rewards a proactive, learning-focused mindset. An interest in financial planning and progress toward the Level 4 Diploma in Regulated Financial Planning would strengthen your fit.
Based in Maidstone with hybrid flexibility, the role offers a modern workspace designed for collaboration and a workplace culture that prioritises work-life balance. This is a full-time position suited to someone looking to build a longer-term career in financial services rather than a stepping stone.
How this employer is doing
solid
- Recent Acquisition
- Recently Raised Funding
In the news
White & Case advises Söderberg & Partners on acquisition of Benchmark Capital, White & Case LLP
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Client Support Executive postings in Maidstone, and analyze any offer before you accept it.
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