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/CRM 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 We’re Looking For
* Experience in financial planning/wealth management or similar
* Highly organised, accurate and methodical
* Strong communication skills and a positive, proactive attitude
* Comfortable working in a small, supportive team
* Strong IT skills (Word, Excel, financial planning software)
* Professional, presentable, and client-focused
What We Offer
* Salary dependent on experience + annual discretionary bonus
* 20 days holiday + bank holidays
* Office closed with paid leave between Christmas Eve & New Year
* Your birthday off
* Hybrid working
* Company pension
* Private medical insurance
* Health & wellbeing programme
* Free onsite parking
* Sabbatical leave after qualifying period
* A friendly, supportive environment