Financial Planning Administrator

We’re currently working with a well-established and growing Financial Planning firm in Basingstoke who are looking to appoint a Client Services Administrator to join their team.

You’ll be joining a collaborative and supportive financial planning firm that places real emphasis on long-term client relationships and service excellence. This role offers a strong platform to build your career within financial planning while contributing to a high-performing team.

The Opportunity As a Client Services Administrator, you’ll act as a key point of contact for clients, ensuring all interactions are handled efficiently and professionally. You’ll play a central role in coordinating client activity, managing enquiries, and supporting advisers and internal teams to deliver a seamless, end-to-end client journey.


Key Responsibilities

• Managing client enquiries across phone, email, and digital channels
• Scheduling client meetings, reviews, and appointments
• Coordinating diaries across advisers and internal teams
• Maintaining accurate and compliant client records within CRM systems
• Supporting the wider team to ensure smooth and efficient service delivery
• Building strong client relationships to enhance the overall experience

About You

• 1–3 years’ experience in a client-facing or administrative role (Preferably in Financial Services) 
• Strong organisational and time management skills
• Excellent communication skills, both written and verbal
• Ability to manage multiple priorities effectively
• Experience within financial planning or wealth management would be advantageous

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