Client Executive – Financial Planning
Job in
Stratford-upon-Avon, Warwickshire, CV37, England, UK
Listed on 2026-07-23
Listing for:
Benchmark Capital Limited
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
Benchmark Capital Limited is seeking a Client Support Executive to join the Midlands based Client Services team. You will help advisers and clients throughout the financial planning journey, preparing meeting packs and client documentation, and delivering a seamless service in a fast-paced environment.
Based in Stratford Upon Avon, you’ll work with a cross-functional pod of Financial Planners and Paraplanners, maintain accurate records, support onboarding, and ensure FCA compliance.
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