Client Services Administrator
🔒 Confidential Employer
Posted 24 April 2026
LOCATION
Basingstoke
TYPE
Full-time
LEVEL
Entry-level
SALARY
£32,000 / year
CATEGORY
Financial Services
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Client Relationship Management
Communication Skills
Administrative Skills
Financial Planning
CRM Systems
Time Management
Client Enquiries
FULL DESCRIPTION
We’re currently working with a well-established and growing Financial Planning firm in Basingstoke who are looking to appoint a Client Services Administratorto 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.
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
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