https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--ae4eee06-eca8-4a30-9edc-65155632ab05 RSS feed for Financial Planning Administrator at Dynamite Recruitment. en-gb Sun, 26 Apr 2026 08:28:06 GMT https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--ae4eee06-eca8-4a30-9edc-65155632ab05 https://jobs.co.uk/job/financial-planning-administrator-dynamite-recruitment--ae4eee06-eca8-4a30-9edc-65155632ab05 Tue, 21 Apr 2026 11:52:55 GMT Location: Reading | Salary: 25000.00-25000.00 Annual | Type: Permanent | 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... Permanent