Client Support Executive
Benchmark Capital Limited · Direct employer
Robertson Baxter Wealth Management | Huddersfield Full-time | Permanent Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients.
This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning.
As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing.
What you'll do
- Support Financial Planners before, during and after client meetings
- Prepare meeting packs, agendas, review documents and client correspondence
- Act as a key point of contact for clients on administrative matters
- Manage client onboarding activities, including welcome packs, portal access and initial checks
- Keep clients informed with proactive updates on applications, reviews and ongoing work
- Process new business applications and maintain accurate client records
- Monitor applications, transfers and provider requests to keep cases progressing
- Produce client review reports and supporting documentation
- Process adviser charging instructions and fee administration activities
- Validate investments and valuations to maintain data accuracy
- Manage incoming post, provider correspondence and client communications
- Support telephone enquiries from clients and external providers
- Prepare and issue Letters of Authority
- Complete Anti-Money Laundering (AML) checks
- Submit and maintain compliance documentation in line with company procedures
- Maintain accurate and audit-ready client files
- Support regulatory and governance requirements
- Gather information, quotations and illustrations from providers
- Assist with cashflow modelling data preparation
- Support the preparation of recommendation reports and suitability letters
- Produce standard suitability reports, review letters and fund switch documentation
- Prepare cost and charge disclosures
- Maintain high standards of data quality across client systems
The knowledge, experience and qualifications you need
- Previous experience in a financial planning, wealth management, banking or financial services administration role
- Strong organisational skills and the ability to manage multiple priorities
- Excellent attention to detail and accuracy
- Strong communication skills, both written and verbal
- Proficiency in Microsoft Office applications
- Ability to build positive relationships with clients, providers and colleagues
- A proactive approach to problem solving and continuous improvement
- Basic understanding of FCA regulations and Treating Customers Fairly principles
- An interest in financial planning and wealth management
- Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous
- Client-focused and committed to delivering excellent service
- Collaborative and enjoys working within a team environment
- Positive, professional and adaptable
- Organised and able to work under pressure
- Proactive and willing to take ownership
- Resilient when managing competing priorities
- Trustworthy when handling confidential client information
Why join Robertson Baxter?
You'll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do.
This role offers the opportunity to:
- Build a long-term career within financial planning
- Work alongside experienced Financial Planners and Paraplanners
- Develop your technical knowledge and professional qualifications
- Be part of a supportive and collaborative team culture
- Contribute directly to delivering exceptional client outcomes
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