Client Support Executive
Benchmark Capital · Posted Nov 6, 2026
- Maidstone
- Full-time
Support Financial Planners and advisers by managing client documentation, onboarding, and administrative tasks within the financial planning team.
Responsibilities
- 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
Requirements
- Progress towards, or a desire to complete, the Level 4 Diploma in Regulated Financial Planning