Client Support Executive

Description

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
We're looking for someone who is:

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
This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions