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
