Client Support Specialist – Financial Planning Team in Fareham

Client Support Specialist – Financial Planning Team in Fareham

Fareham Full-Time On-site
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Benchmark Capital Limited in Whiteley is seeking a Client Support Executive to join the Financial Planning team. You will support advisers and clients, prepare meeting packs and onboarding documentation, and act as a key contact on administrative matters.

Working in a cross-functional Pod with Financial Planners and Paraplanners, you will deliver a professional client experience, ensure FCA compliance, and help grow the business while building a long-term career in financial services.

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Client Support Specialist – Financial Planning Team in Fareham employer: Benchmark Capital Limited

As a PMO Finance Analyst at our Horsham location, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a commitment to continuous improvement, ensuring that you can develop your skills while making a meaningful impact on strategic investment decisions. Join us to be part of a team that not only values your financial expertise but also fosters an environment where your insights drive real change.

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Contact Details:

Benchmark Capital Limited Recruitment Team