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Financial Planning Administrator

Job Posted: 11 days ago

Salary: £ 25,000 - 32,000 / Annum
Job Type: Permanent
Location: Basingstoke

Expire in: 17 days

Job Description

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

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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