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