Financial Planning Administrator
We re currently working with a well-established and growing F inancial 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
- 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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