Senior Client Success Partner - Financial Planning in Winchester

Senior Client Success Partner - Financial Planning in Winchester

Winchester Full-Time On-site
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Benchmark Capital Limited in Winchester is seeking a Senior Client Support Executive to join our Client Services team. You will assist Financial Planners, manage client relationships, and coordinate complex administrative tasks to ensure seamless servicing.

You’ll prepare meeting packs, help with onboarding and AML requirements, and mentor junior colleagues. The role offers exposure to wealth management processes and opportunities for line management responsibilities depending on experience.

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Senior Client Success Partner - 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