Financial Administrator/CRM

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