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:
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Manage all stages of the client financial planning journey
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Act as a friendly and professional first point of contact
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Prepare client reports, meeting packs, and follow‑up documentation
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Liaise with advisers, clients, and providers to keep everything moving smoothly
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Maintain accurate client data and ensure compliance standards are met
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Prepare and track applications, forms, and review documents
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Support diary and workflow management for advisers
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Help develop and improve internal processes
What We’re Looking For
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Experience in financial planning/wealth management or similar
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Highly organised, accurate and methodical
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Strong communication skills and a positive, proactive attitude
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Comfortable working in a small, supportive team
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Strong IT skills (Word, Excel, financial planning software)
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Professional, presentable, and client-focused
What We Offer
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Salary dependent on experience + annual discretionary bonus
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20 days holiday + bank holidays
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Office closed with paid leave between Christmas Eve & New Year
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Your birthday off
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Hybrid working
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Company pension
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Private medical insurance
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Health & wellbeing programme
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Free onsite parking
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Sabbatical leave after qualifying period
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A friendly, supportive environment
