Benchmark Capital Limited is seeking a Client Support Executive to join the Midlands based Client Services team. You will help advisers and clients throughout the financial planning journey, preparing meeting packs and client documentation, and delivering a seamless service in a fast-paced environment.
Based in Stratford Upon Avon, you’ll work with a cross-functional pod of Financial Planners and Paraplanners, maintain accurate records, support onboarding, and ensure FCA compliance.
#J-18808-LjbffrClient Experience Executive – Financial Planning in Stratford-upon-Avon 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.
