Job Title:Financial Planning Administrator / Client Relationship Manager Salary: £28,000£30,000 (DOE) + discretionary bonus Location: Witney, Oxfordshire (Hybrid) About Us Expert Wealth Management is an award-winning, family-orientated firm known for delivering exceptional client service and building long-term relationships. We are now looking for a proactive and organised Financial Planning Administrator to join our close-knit team. This role is ideal for someone with a background in financial services who loves supporting clients, managing processes, and making things run smoothly behind the scenes. The Role As a key part of our client support team, you will: * Manage all stages of the client financial planning journey * Act as a friendly and professional first point of contact * Prepare client reports, meeting packs, and follow-up documentation * Liaise with advisers, clients, and providers to keep everything moving smoothly * Maintain accurate client data and ensure compliance standards are met * Prepare and track applications, forms, and review documents * Support diary and workflow management for advisers * Help develop and improve internal processes What Were Looking For
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