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Client Success Specialist - Financial Planning
Job in
Stratford-upon-Avon, Warwickshire, CV37, England, UK
Listed on 2026-07-31
Listing for:
Benchmark Capital
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Benchmark Capital is seeking a Client Support Executive to join our Midlands office in Stratford Upon Avon, supporting a team of Financial Planners and Paraplanners. You will prepare meeting packs, onboarding packs, and maintain client documentation while assisting advisers throughout the planning journey.
The role requires strong organisational skills, detail orientation and excellent communication. You will handle AML checks, FCA compliant records and provide proactive client updates in a
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