Client Administrator - Fareham Client and Adviser Support · Fareham ·

Atomos Investments Limited; Fareham; Hybrid; GBP 25,000 - 36,000; Full time

Benefits offered by this job

Pension

Holiday entitlement

Private Medical Insurance

Life Assurance

Income Protection

Work From Anywhere

Job summary

Atomos Investments Limited in Fareham is seeking a highly organized Client Administrator to support our Financial Planners by managing the administrative foundations of high-quality financial advice. You will enable planners to focus on client relationships and strategic guidance.

You will work in a busy hub with direct exposure to our planners, handling client reviews, CRM data, meeting packs, and post-meeting actions to ensure SLAs are met and service is exceptional.

Qualifications

• 2+ years experience in a Financial Planning administrator role.
• Knowledge of pensions, investments and protection products.
• Highly organised with proactive mindset and ability to anticipate adviser and client needs.
• Strong attention to detail and accuracy.
• Confident written and verbal communication for client queries.

Responsibilities

• Ensure client reviews are supported by suitability reports and chased/escalated as needed.
• Maintain the CRM (Xplan) with accurate, up-to-date data.
• Keep client files organised and audit-ready.
• Support Financial Planners with scheduling annual reviews and meeting packs.
• Manage client segmentation and service levels; complete post-meeting actions within SLAs.

Skills

Proactive mindset

Attention to detail

Communication skills

Organisation

Tools

Xplan CRM

Cloud-based systems

AI tools

Job description

Career

You will have 2+ years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one‑on‑one support to one of our Financial Planners and their clients. You want to be part of a busy hub that loves delivering a great client experience.

This is a fantastic growth opportunity for a career in Financial Planning in a fast‑paced and friendly office with direct exposure to our Financial Planners in Fareham.

About the role

We’re looking for a highly organised and proactive Client Administrator to support our Financial Planners by managing the administrative foundations of high‑quality financial advice.

This role is essential in enabling planners to focus on building strong client relationships and delivering strategic advice, while you ensure all client administration and processes run smoothly, accurately, and on time.

If you enjoy staying one step ahead, anticipating needs, and taking pride in delivering excellent service, this could be the role for you.

Accountabilities

Ensure all client reviews are supported by suitability reports, delivered on time, and proactively chase/escalate any outstanding cases

• Maintain the CRM (Xplan), ensuring all client data is accurate, up to date, and compliant
• Keep client files organised, regularly updated, and audit‑ready
• Support Financial Planners with scheduling annual reviews, preparing meeting packs, and managing client segmentation and service levels
• Build strong relationships with Financial Planners and clients, ensuring all post‑meeting actions are completed within agreed SLAs

Skills and Experience

• 2+ years experience in a Financial Planning administrator role.
• Knowledge of financial products: pensions, investments and protection.
• Highly organised, with a proactive mindset and the ability to anticipate adviser and client needs
• Strong attention to detail and accuracy
• Confident written and verbal communication, with the ability to handle client queries professionally
• Comfortable working with cloud‑based systems and using technology (including AI tools) to improve efficiency

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.