At a Glance
- Tasks: Support Financial Planners and deliver exceptional client experiences in a fast-paced environment.
- Company: Join a growing financial planning team with a collaborative culture.
- Benefits: Full-time role with opportunities for career growth and professional development.
- Other info: Dynamic role with a focus on teamwork and client satisfaction.
- Why this job: Build strong client relationships and kickstart your career in financial services.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 27000 - 33000 £ per year.
Client Support Executive
Department
Client Services
Employment Type
Full Time
Location
Winchester
Reporting To
- Jacci Reynolds
- Description
Do you enjoy building strong relationships with clients and being the person who keeps everything running smoothly behind the scenes?
Are you highly organised, detail-focused and interested in developing a career within financial planning?
We're looking for a Client Support Executive to join our growing Financial Planning team.
This is an opportunity to become part of a collaborative, high-performing team that supports advisers and clients throughout the financial planning journey.
You’ll work within a cross-functional team ("Pod") alongside Financial Planners, Paraplanners and fellow Client Support Executives, helping to deliver an exceptional client experience while supporting the continued growth of the business.
This role is ideal for someone who enjoys working in a fast-paced environment, takes pride in delivering excellent service and wants to build a long-term career within financial services.
What you'll do
- Support Financial Planners with the preparation and delivery of client meetings, both virtual and face-to-face.
- Prepare meeting packs, annual review reports, risk questionnaires and client documentation.
- Act as a key contact for clients on administrative matters.
- Deliver a professional and responsive service to clients throughout their journey.
- Support new client onboarding, including welcome packs, portal access and compliance checks.
- Process applications and maintain accurate records within our Enable CRM system.
- Monitor applications, transfers and provider communications to keep cases progressing.
- Maintain regular contact with clients and providers.
- Produce client review reports using internal systems.
- Process adviser charging instructions and fee administration activities.
- Validate investments and valuations for accuracy.
- Handle incoming post and distribute information appropriately.
- Respond to inbound telephone enquiries.
- Prepare and send letters of authority to providers and ceding schemes.
- Support office administration activities where required.
- Complete electronic Anti-Money Laundering (AML) checks.
- Manage documentation for new business submissions and asset transfers.
- Maintain accurate records in line with FCA requirements and internal policies.
- Help keep client files audit‑ready at all times.
- Gather information, quotations, illustrations and product research.
- Assist in preparing and maintaining cashflow planning data.
- Compile client information to support recommendation reports.
- Produce standard suitability reports, fund switches, top-ups and review communications.
- Prepare costs and charges disclosures using FE Analytics.
- Maintain accurate client records and data integrity.
- Work closely with Financial Planners and Paraplanners to maintain complete client records.
- Manage electronic signatures via Adobe Sign.
- Respond promptly to client and provider enquiries.
- Provide proactive progress updates to clients throughout the advice process.
- The knowledge, experience and qualifications you need
- Previous experience in financial services, wealth management, financial planning or a client support/administration role.
- Strong organisational skills and the ability to manage multiple priorities.
- Excellent attention to detail.
- A collaborative approach and ability to build strong relationships.
- Confident communication skills, both written and verbal.
- Strong Microsoft Office skills.
- A proactive mindset and willingness to learn.
- Basic understanding of FCA regulation and Treating Customers Fairly principles.
- An interest in financial planning and wealth management.
- Progress towards, or a desire to complete, the Level 4 Diploma in Regulated Financial Planning.
- #J-18808-Ljbffr
Client Support Executive 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Executive in Winchester
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Benchmark Capital Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Benchmark Capital Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Benchmark Capital Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Support Executive in Winchester
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Benchmark Capital Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Benchmark Capital Limited how you can be a team player!
How to prepare for a job interview at Benchmark Capital Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Benchmark Capital Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Benchmark Capital Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
