Senior Client Success Partner – Financial Planning

Benchmark Capital Limited in Winchester is seeking a Senior Client Support Executive to join our Client Services team. You will assist Financial Planners, manage client relationships, and coordinate complex administrative tasks to ensure seamless servicing.

You’ll prepare meeting packs, help with onboarding and AML requirements, and mentor junior colleagues. The role offers exposure to wealth management processes and opportunities for line management responsibilities depending on experience.

#J-18808-Ljbffr…