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- Tasks: Support clients through their financial planning journey and manage essential processes.
- Company: Award-winning, family-oriented wealth management firm with a focus on exceptional client service.
- Benefits: Competitive salary, hybrid work, 20 days holiday, and your birthday off.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial services, strong communication skills, and a proactive attitude.
- Other info: Enjoy a friendly environment with opportunities for professional growth and sabbatical leave.
The predicted salary is between 28000 - 30000 £ per year.
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
- 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
Financial Administrator/CRM employer: Expert Wealth Management
Contact Detail:
Expert Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator/CRM
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at firms similar to Expert Wealth Management. A friendly chat can lead to valuable insights and even job referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to client relationship management and financial planning. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your organisational skills during interviews. Bring examples of how you've managed processes or improved workflows in previous roles. This will demonstrate your proactive attitude and fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our close-knit team at Expert Wealth Management.
We think you need these skills to ace Financial Administrator/CRM
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planning Administrator/CRM role. Highlight your background in financial services and any relevant achievements to show us why you're the perfect fit!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and our company. Share specific examples of how you've supported clients or improved processes in previous roles to grab our attention.
Show Off Your Communication Skills: Since this role involves liaising with clients and advisers, make sure your written application showcases your strong communication skills. Keep it clear, concise, and professional – we want to see your friendly side too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important details about the role or our company culture!
How to prepare for a job interview at Expert Wealth Management
✨Know Your Financial Stuff
Brush up on your financial planning knowledge and be ready to discuss your experience in the field. Familiarise yourself with common financial terms and processes, as this will show your understanding of the role and impress the interviewers.
✨Showcase Your Organisational Skills
Since the role requires a highly organised individual, prepare examples of how you've successfully managed multiple tasks or projects in the past. Use specific instances where your organisational skills made a difference, especially in client support or financial administration.
✨Practice Your Communication
Strong communication is key for this position. Practice articulating your thoughts clearly and confidently. You might even want to role-play common interview questions with a friend to ensure you come across as friendly and professional, just like the firm values.
✨Be Ready to Discuss Process Improvements
Think about any processes you've improved in previous roles. Be prepared to share these experiences and how they benefited your team or clients. This shows that you're proactive and can contribute to developing and improving internal processes at the company.
