Client Success Executive β€” Financial Planning in Horsham

Client Success Executive β€” Financial Planning in Horsham

Horsham Full-Time No working from home possible
Benchmark Capital

Benchmark Capital is seeking a Client Support Executive to join our Financial Planning team in Horsham. You’ll assist advisers and clients, coordinating meetings, documentation and onboarding to ensure a smooth journey.

The role requires strong organisational skills, excellent communication, and a proactive mindset. You’ll work across a cross-functional pod with planners, paraplanners and fellow executives, contributing to high service levels and long-term career development in financial

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Client Success Executive β€” Financial Planning in Horsham employer: Benchmark Capital

Benchmark Capital is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the wealth management sector. Located in Horsham, England, employees benefit from a supportive environment that prioritises professional growth and development, alongside competitive remuneration and unique networking opportunities within the UK market. Join us to make a meaningful impact while advancing your career in a forward-thinking company committed to excellence.

Benchmark Capital

Contact Details:

Benchmark Capital Recruitment Team