Benchmark Capital Limited is seeking a Client Support Executive to join our Romsey team in a full-time role. You will assist Financial Planners, prepare meeting packs, and manage client documentation while ensuring a smooth client journey.
You will work with cross-functional colleagues in a fast-paced financial planning environment, focusing on accuracy, client service, and timely updates to advisers and clients.
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Client Support & Onboarding Specialist (Financial Planning) in Romsey 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.
