Client Support & Onboarding Specialist - Financial Planning

Benchmark Capital Limited is seeking a Client Support Executive in Whiteley to join our Financial Planning team. You will support advisers, prepare meeting packs, and act as the primary client contact on administrative matters, helping ensure a smooth client journey.

The role involves onboarding new clients, maintaining records, and coordinating with planners and paraplanners in a fast-paced environment. A proactive, detail-focused mindset is essential.