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Benchmark Capital is a UK-based finance firm specialising in financial planning, wealth management and personalised advice for individuals, families and businesses. Its client-focused work is delivered through regional offices across the United Kingdom, supporting long-term relationships and tailored financial solutions. The company’s careers content provides context for candidates interested in advisory and related roles within a distributed team serving local communities.
Client Support Executive - Benchmark Capital (Winchester Hybrid)
Provide client, administrative and compliance support to financial planners, paraplanners and clients at Benchmark Capital. This full-time hybrid role is based in Winchester and supports financial planning operations.
Description
- Assist Financial Planners in preparing and delivering virtual and in-person client meetings
- Compile meeting packs, annual review reports, risk questionnaires and other client materials
- Serve as a primary contact for clients regarding administrative queries
- Support new client onboarding through welcome packs, portal setup and compliance checks
- Process applications and keep client information accurate in Enable CRM
- Track applications, transfers and communications from product providers
- Maintain regular communication with clients and providers
- Prepare client review reports and process adviser charging instructions
- Check investment details and valuation information for accuracy
- Process incoming post and answer telephone enquiries
- Prepare and issue letters of authority to providers and ceding schemes
- Carry out electronic anti-money laundering checks
- Keep records compliant with FCA requirements and ensure client files remain audit-ready
- Source quotations, illustrations and relevant product research
- Help compile cashflow planning information and recommendation reports
- Prepare suitability reports, fund switches, top-ups and review communications
- Create costs and charges disclosures using FE Analytics
- Administer electronic signatures through Adobe Sign
- Keep clients proactively informed about progress throughout the advice process
Requirements
- Prior experience in financial services, wealth management, financial planning or client support and administration
- Strong organisational ability with proven capacity to balance multiple priorities
- High level of accuracy and attention to detail
- Collaborative working style with the ability to build effective relationships
- Clear and confident written and verbal communication
- Proficiency with Microsoft Office applications
- Proactive attitude and enthusiasm for developing new skills
- Basic knowledge of FCA regulation and Treating Customers Fairly principles
- Genuine interest in financial planning and wealth management
- Progress toward, or willingness to pursue, the Level 4 Diploma in Regulated Financial Planning
Benefits
- No specific benefits were provided
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