Client Experience Lead, Financial Planning in Winchester

Client Experience Lead, Financial Planning in Winchester

Winchester Full-Time On-site
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Benchmark Capital Limited in Winchester is seeking a Client Support Executive to join our Client Services team. You will support advisers and clients throughout the financial planning journey, delivering a high-quality service in a fast-paced environment.

You will collaborate with Financial Planners, Paraplanners and other Client Support Executives to ensure accurate records, compliant processes and proactive client communication.

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Client Experience Lead, Financial Planning in Winchester 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