Client Support Executive β€” Financial Planning Team in Weybridge

Client Support Executive β€” Financial Planning Team in Weybridge

Weybridge Full-Time No working from home possible
Benchmark Capital Limited

Benchmark Capital Limited in Weybridge is seeking a Client Support Executive to join our Financial Planning team. You will work with Financial Planners and Paraplanners to deliver a seamless client experience and support advisers throughout the financial planning journey.

The role requires strong organisation, attention to detail, and a proactive mindset, with responsibilities including meeting prep, onboarding, client communication, and maintaining accurate records in Enable CRM, while

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Client Support Executive β€” Financial Planning Team in Weybridge 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.

Benchmark Capital Limited

Contact Details:

Benchmark Capital Limited Recruitment Team