At a Glance
- Tasks: Support Financial Planners and clients, manage administration, and enhance client experiences.
- Company: Join an award-winning financial planning team with a collaborative culture.
- Benefits: Part-time role, hybrid working, competitive salary, and support for professional qualifications.
- Other info: Great opportunities for career growth within a leading wealth management business.
- Why this job: Make a real impact in financial planning while developing your career.
- Qualifications: Experience in client support and financial planning administration is essential.
The predicted salary is between 31500 - 38500 £ per year.
Client Support Executive
Department
Client Services
Employment Type
Full Time
Location
Horsham
Reporting To
- Johanna Butler
- Description
We are looking for an experienced Client Support Executive to join our award-winning Financial Planning team.
This is a key role supporting Financial Planners and clients throughout the financial planning journey, helping to deliver an exceptional client experience while contributing to our continued growth.
Working as part of a collaborative Pod, alongside Financial Planners, Paraplanners and Client Support Executives, you will take ownership of complex administration, client servicing and office support activities.
You will also play a key role in maintaining high standards of accuracy, regulatory compliance and client care.
This opportunity is ideal for an experienced financial services administrator who enjoys building relationships, improving processes and delivering outstanding client outcomes.
This role is part time, working 4 days per week.
What you'll do
- Support Financial Planners with client meetings, both in person and virtually.
- Prepare meeting documentation, annual review packs, agendas and client reports.
- Act as a primary contact for clients regarding administrative queries.
- Coordinate client onboarding activities, including platform access, welcome documentation and compliance checks.
- Build strong relationships with clients and provide a consistently high level of service.
- Manage applications, transfers and servicing requests from submission through to completion.
- Monitor provider progress and proactively follow up outstanding actions.
- Maintain accurate records and data within internal systems.
- Produce client review material and valuation reports.
- Process adviser fees, charging instructions and reconciliations.
- Review valuations and investment information to maintain data accuracy.
- Identify opportunities to improve processes and enhance efficiency.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and submit new business and transfer documentation.
- Maintain audit-ready client files in line with FCA requirements and company procedures.
- Support the delivery of good client outcomes through accurate record keeping and regulatory compliance.
- Gather information, quotations and illustrations from providers.
- Assist with cashflow modelling preparation.
- Prepare suitability reports, fund switch reports, top-up reports and client correspondence.
- Produce costs and charges disclosures.
- Support the maintenance and integrity of client data.
- Handle incoming calls and correspondence.
- Manage incoming and outgoing post.
- Support local office administration and facilities requirements.
- Assist colleagues across the wider Pod as required.
- The knowledge, experience and qualifications you need
- Previous experience in a Client Support, Financial Planning Administrator or Senior Administrator role.
- Experience supporting Financial Planners within a regulated financial advice environment.
- Strong knowledge of financial planning administration processes.
- Experience managing workflows, application tracking and provider relationships.
- Excellent organisational and prioritisation skills.
- Strong written and verbal communication skills.
- High attention to detail and accuracy.
- Proficiency in Microsoft Office.
- Good understanding of FCA regulations and Treating Customers Fairly principles.
- Experience using Enable, Fusion or similar financial planning systems.
- Experience producing suitability reports and client review documentation.
- Progress towards the Level 4 Diploma in Financial Planning, or a desire to work towards this qualification.
Why join benchmark?
- Part‑time role, 4 days per week
- Hybrid working approach
- Competitive salary and benefits package
- Support towards professional qualifications
- Opportunity to work alongside highly experienced financial planning professionals
- Collaborative and supportive culture
- Career development opportunities within one of the UK's leading wealth management businesses
- #J-18808-Ljbffr
Client Support Executive in Horsham 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Executive in Horsham
✨Dive into Financial Communities
Join financial forums and local networking events where professionals in financial controlling hang out. Places like the Association of Chartered Certified Accountants (ACCA) or local finance meetups can connect us with insiders who know about part-time opportunities, like the one at Benchmark Capital Limited.
✨Leverage Campus Resources
If we’re still studying or recently graduated, let’s not forget to use our university’s career services. They often have leads on part-time roles in financial controlling, particularly with companies looking for students to fill these positions, making it a win-win!
✨Demonstrate Your Skills Publicly
Share your insights on financial topics through blogs or LinkedIn posts. Showcasing our expertise in areas like budgeting, forecasting, or variance analysis can attract the attention of potential employers, including Benchmark Capital Limited. Plus, it sets us apart from other candidates.
✨Check Out Freelance Platforms
Even for a part-time gig, consider platforms like Upwork or Freelancer. They often have short-term projects in financial controlling, and landing one can help us build our portfolio. Keep an eye on roles that could lead to more permanent positions at places like Benchmark Capital Limited.
We think you need these skills to ace Client Support Executive in Horsham
Some tips for your application 🫡
Show Off Your Financial Acumen:For a role in financial controlling, we really want to see your analytical skills shine through. Make sure your CV highlights any coursework or experience with financial analysis, budgeting, and forecasting. If you've worked on any projects that involved financial modelling, definitely mention those!
Quantified Achievements Are Key:In financial roles, numbers speak volumes. When detailing your experience, use quantifiable achievements whenever possible. For example, if you helped reduce costs or improved a process, include the percentage or amount saved. This will make your application really pop!
Tailor Your Cover Letter to Part-Time Availability:Since this is a part-time position, it's super important to specify your availability in your cover letter. We want to know when you can work and how you plan to balance this role with other commitments. Highlight your motivation for joining Benchmark Capital Limited and why this flexibility fits your lifestyle.
Highlight Relevant Qualifications:If you have any certifications related to finance or accounting (like ACCA or CIMA), make sure they're front and centre in your application. Even if you're studying towards a qualification, mention that too! It shows your commitment to the field and continuous improvement.
How to prepare for a job interview at Benchmark Capital Limited
✨Get comfy with numbers!
Since you're diving into financial controlling, be ready to crunch some numbers during the interview. Brush up on key financial concepts and be prepared for technical questions about budgeting, forecasting, and variance analysis. Practicing some numerical problems will really help us shine!
✨Show off your analytical skills
For a part-time role in financial controlling, you'll likely face scenario-based questions. Prepare to discuss how you would analyse company performance or tackle cash flow issues. We want to demonstrate our problem-solving approach and critical thinking—making a sense of data is key!
✨Bring your portfolio of wins
Even if it’s part-time, showcasing our past experience can set us apart. Gather examples of projects where you implemented financial controls or helped improve reporting processes. Concrete achievements give us an edge, showing that we can deliver real value to Benchmark Capital Limited.
✨Know the part-time game
With part-time roles, employers want to see that we can effectively manage our time. Be ready to discuss our availability and how we plan to balance work and other commitments. We should convey our motivation and readiness to contribute without compromising quality!
