Client Support Specialist, Financial Planning

Client Support Specialist, Financial Planning

Full-Time No working from home possible
Benchmark Capital Limited

Benchmark Capital Limited is seeking a Client Support Executive to join our Client Services team in Horsham. You will support our Financial Planning group by preparing meeting packs, handling client queries and onboarding tasks, and ensuring compliance checks are completed efficiently.

You will work in a cross-functional Pod with Financial Planners and Paraplanners, contributing to a high-quality client experience while maintaining accurate records and timely communication.

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Client Support Specialist, Financial Planning employer: Benchmark Capital Limited

Benchmark is an exceptional employer for a DevOps Engineer, offering a dynamic work environment at our Broadlands Business Campus near Horsham. With a strong focus on employee growth and development, we provide opportunities to work with cutting-edge technologies in a collaborative culture that values innovation and impact. Enjoy the benefits of a countryside setting while being part of a reputable company that prioritises work-life balance and professional advancement.

Benchmark Capital Limited

Contact Details:

Benchmark Capital Limited Recruitment Team