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