Client Support Executive

We are seeking a **Client Support Executive** to join our successful, award-winning firm and support our Financial Planning team in delivering our service proposition to clients and advancing our ambitious growth plans. You will be part of a cross-functional team (“Pod”) comprising Financial Planners, Paraplanners, and fellow Client Support Executives, all working together to provide an outstanding client experience, drive efficiency, and foster collaboration. We value a continuous learning mindset and encourage innovative, proactive contributions from all team members. ### What you'll do **Client Support** - Assist Financial Planners with client meetings (virtual and in-person). - Prepare meeting packs including agendas, annual reports, risk questionnaires, and signature documents. - Act as the main contact for client administrative queries. - Support onboarding by preparing welcome packs, setting up portal access, and completing compliance checks. **Administration** - Manage daily tasks such as processing applications and updating the Enable CRM system. - Track application progress, transfers, and provider communications. - Produce client review reports using Enable tools. - Handle adviser fee processing, including charging instructions and reconciliation. - Validate investment data and valuations for accuracy. - Manage incoming post, calls, and general office administration. - Prepare and send letters of authority to providers. - Coordinate office supplies and inventory. **Compliance** - Complete electronic AML checks. - Upload and maintain compliance documentation for new business and transfers. - Keep all files audit-ready and compliant with FCA and company standards. **Information & Reporting** - Gather client data, quotations, and product details. - Assist with cashflow modelling and recommendation reports. - Prepare suitability reports, fund switch/top-up reports, and post-review letters. - Generate cost and charges disclosures using FE Analytics. - Maintain accurate client records in the database. **Communication** - Liaise with Financial Planners to keep client records up to date. - Prepare documents for e-signature via Adobe Sign. - Respond promptly to client and provider queries. - Keep clients informed on application progress and review schedules. **Additional Duties** - Support team and business objectives as required. ### The knowledge, experience and qualifications you need - Motivated and collaborative, able to build strong relationships with colleagues and external partners. - Proactive and confident in taking initiative while working effectively as part of a team. - Exceptional attention to detail. - Strong organisational skills, with the ability to prioritise multiple tasks in a fast-paced, deadline-driven environment. - Calm and decisive under pressure. - Proficient in Microsoft Office applications. - Willing to complete training on internal systems (Enable, Fusion), client asset platforms, and the online client portal (Wealth Platform). - Adaptable to change and committed to contributing to a positive team culture. - Excellent telephone manner and strong verbal and written communication skills. - Basic understanding of FCA regulations and Treating Customers Fairly principles. - Working towards or keen to achieve the Level 4 Diploma. ### The base You'll be based at the **Benchmark Head Office**, within our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.