Benchmark Capital in Stratford-upon-Avon is seeking a Client Support Executive to assist financial planners and paraplanners, delivering a high standard of client service. You will prepare meeting packs, support onboarding, and manage documentation within a cross-functional Pod.
The role emphasizes accuracy, timely communication and proactive administration. You will be based in our Midlands office, helping to maintain client records, support fee administration and deliver a positive client
#J-18808-LjbffrClient Success Specialist – Financial Planning in Stratford-upon-Avon 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.
