Client Experience Specialist - Financial Planning in Horsham

Client Experience Specialist - Financial Planning in Horsham

Horsham Full-Time No working from home possible
Benchmark Capital Limited

Benchmark Capital Limited is seeking a Client Support Executive in Horsham to join our Client Services team. You will help advisers and clients throughout the financial planning journey, coordinating meetings, onboarding, and documentation in a fast-paced, collaborative environment.

You’ll work with Financial Planners, Paraplanners and other Client Support Executives, delivering a professional service and maintaining accurate records across CRM systems.

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Client Experience Specialist - Financial Planning in Horsham 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