At a Glance
- Tasks: Support Financial Planners and clients throughout their financial planning journey.
- Company: Join Robertson Baxter, a leading financial planning firm in Huddersfield.
- Benefits: Build a long-term career with professional development and a supportive team.
- Other info: Opportunity to work with experienced professionals and develop your technical knowledge.
- Why this job: Make a real impact by delivering exceptional client outcomes in a collaborative environment.
- Qualifications: Experience in financial services, strong organisational skills, and a client-focused attitude.
The predicted salary is between 27900 - 34100 £ per year.
Client Support Executive
Department
Client Services
Employment Type
Full Time
Location
Huddersfield
Reporting To
- Jo Vaughan
- Description
- Robertson Baxter Wealth Management | Huddersfield
- Full-time | Permanent
Robertson Baxter is a well-established financial planning firm and part of the Benchmark family.
We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients.
This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning.
As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing.
What you'll do
- Support Financial Planners before, during and after client meetings
- Prepare meeting packs, agendas, review documents and client correspondence
- Act as a key point of contact for clients on administrative matters
- Manage client onboarding activities, including welcome packs, portal access and initial checks
- Keep clients informed with proactive updates on applications, reviews and ongoing work
- Process new business applications and maintain accurate client records
- Monitor applications, transfers and provider requests to keep cases progressing
- Produce client review reports and supporting documentation
- Process adviser charging instructions and fee administration activities
- Validate investments and valuations to maintain data accuracy
- Manage incoming post, provider correspondence and client communications
- Support telephone enquiries from clients and external providers
- Prepare and issue Letters of Authority
- Complete Anti-Money Laundering (AML) checks
- Submit and maintain compliance documentation in line with company procedures
- Maintain accurate and audit-ready client files
- Support regulatory and governance requirements
- Gather information, quotations and illustrations from providers
- Assist with cashflow modelling data preparation
- Support the preparation of recommendation reports and suitability letters
- Produce standard suitability reports, review letters and fund switch documentation
- Prepare cost and charge disclosures
- Maintain high standards of data quality across client systems
- The knowledge, experience and qualifications you need
- Previous experience in a financial planning, wealth management, banking or financial services administration role
- Strong organisational skills and the ability to manage multiple priorities
- Excellent attention to detail and accuracy
- Strong communication skills, both written and verbal
- Proficiency in Microsoft Office applications
- Ability to build positive relationships with clients, providers and colleagues
- A proactive approach to problem solving and continuous improvement
- Basic understanding of FCA regulations and Treating Customers Fairly principles
- An interest in financial planning and wealth management
- Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous
We're looking for someone who is
- Client-focused and committed to delivering excellent service
- Collaborative and enjoys working within a team environment
- Positive, professional and adaptable
- Organised and able to work under pressure
- Proactive and willing to take ownership
- Resilient when managing competing priorities
- Trustworthy when handling confidential client information
Why join Robertson Baxter?
You’ll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do.
This role offers the opportunity to
- Build a long-term career within financial planning
- Work alongside experienced Financial Planners and Paraplanners
- Develop your technical knowledge and professional qualifications
- Be part of a supportive and collaborative team culture
- Contribute directly to delivering exceptional client outcomes
This role is based at our Robertson Baxter office in Huddersfield.
You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions.
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Client Support Executive in Huddersfield 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 Huddersfield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Client Support Executive in Huddersfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Benchmark Capital Limited.
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Research and Reflect:Before hitting that 'apply' button on Benchmark Capital Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Benchmark Capital Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Benchmark Capital Limited.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Benchmark Capital Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Benchmark Capital Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
