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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 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 TPBN1_UKTJ

Due to recent client wins a leading Pension Consultancy are looking for Senior Pension Administrator’s to join their team. To apply for this role you must already be an experienced pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefi

Capita Pension Solutions seeks to recruit three Pension Administrators on a permanent basis. Pension administration experience with knowledge of DB pension schemes. Leading UK pension provider serving over 600 schemes and 6 million members.

Our client, a top-tier UK Pension Consultancy, is seeking a seasoned Senior Pension Administrator to join their specialist Scheme Administration service. This role is designed for a skilled administrator who thrives on complexity and high-standard delivery. Proven experience in a similar senior-leve

Are you a highly experienced Defined Benefit (DB) pensions administrator looking for a challenging, high‑profile contract?. Taking ownership for the authorisation of significant payments, including pension commencement lump sums up to. Defined Benefit pension administration experience.

The role involves managing the training and development of Pension Administrators and ensuring high-quality service delivery. A financial services company is seeking a Senior Pension Administrator in Greater London. Responsibilities include resolving enquiries, performing pension calculations, and c

A respected pensions specialist in the United Kingdom is seeking a SIPP/SSAS professional. The role includes providing full administration services for pension schemes, managing client records, processing investment transactions, and overseeing daily reconciliations.

A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team. This full-time position offers a negotiable salary with benefits, including a pension contribution and study support for industry qualifications.

We’re looking for an experienced Team Leader or Senior Pension & Investment Administrator to guide and inspire a local financial services team. Experience at a senior level or managing Investment and Pension teams. Pension scheme with employer contributions.

As a Pensions Administrator, you’ll be part of the team overseeing pensions for colleagues across MI5 and MI6. MI5 is proud to have achieved Leader status within the Department for Work and Pensions' Disability Confident scheme. You’ll bring an existing knowledge of HR, pensions or payroll to th

A leading recruitment agency in the East Midlands is seeking an experienced Pension Administrator to join their award-winning Pension Team.

A leading pension consultancy in the UK is seeking a seasoned Senior Pension Administrator. The ideal candidate will have proven experience in a senior pensions role and robust knowledge of Defined Benefit schemes.

We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years.

To apply for this role you must already be an experienced pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes as well as strong manual calculations experience. Due to recent client wins a leading Pension Consultancy a

Our client, one of the UK's leading providers of workplace pensions, is seeking a skilled Pensions Administrator to join their award-winning team in Leeds. As a Pensions Administrator, you will play a crucial role in providing high-quality pension scheme administration to members, ensuring alignment

Senior Pensions Administrator – DB Schemes. A leading UK Financial Services Group offering Pension & Investment Consultancy services to many of the UK’s largest Companies and schemes is looking to recruit into their expanding and continually developing Pension Administration Team. Provide techni

We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team.

As a Pensions Administrator, you will have the opportunity to develop your technical knowledge within our friendly Pensions Administration team, while supporting our service delivery to both clients and individual members. A variety of administration activities connected to the running of a pension

Transition Relationship Manager - This role would suit a Senior Pensions Administrator looking to move into the Bulk Purchase Annuity / Defined Benefit Buy In/Out /De-Risking space. A competitive salary, pension scheme and life assurance. Working primarily with scheme administrators and will be resp

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In return, we offer such benefits as 20% discount at the Vet Group, Pets at Home and the Groom Room, access to discounts and cashbacks, in-house career development opportunities, pension, and holiday allowance.

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Private pension contribution which increases with length of service.

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Working in our Childrens Homes means being a part of a young persons day to day life.This means being there for the highest highs and lowest lows.Our support workers enable our young people to get their childhood back and xwzovoh create pathways to become well rounded adults an incredibly rewarding

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Are you a highly organised administrator, great with people, and motivated by making a real difference?.

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Local Government Pension Scheme plus immediate life cover.

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