Client Support Executive β€” Financial Planning in Maidstone

Client Support Executive β€” Financial Planning in Maidstone

Maidstone Full-Time On-site
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Benchmark Capital Limited in Maidstone is seeking a Client Support Executive to help advisers and clients through the financial planning journey. You will work in a cross-functional Pod with Financial Planners, Paraplanners and other Client Support Executives to ensure a smooth client experience.

This full-time, on-site role emphasizes organisation, attention to detail and proactive communication, with responsibilities spanning meeting preparation, onboarding, AML/compliance checks and ongoing

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Client Support Executive β€” Financial Planning in Maidstone 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