Benchmark Capital Limited is seeking a Client Support Executive in Winchester to join our Financial Planning team. You will work within a cross-functional pod, supporting advisers and clients through the planning journey.
You will prepare meeting materials, coordinate onboarding, and manage client records in CRM, ensuring accurate documentation and timely communication. A collaborative, service-oriented mindset is essential for building strong client relationships.
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Client Experience Specialist – 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.
