Join Citrus Financial as a Technical Administrator
We’re looking for a highly motivated and experienced Technical Administrator to join our friendly Sevenoaks team. If you hold a Level 4 Diploma in Financial Planning and want to work in a supportive, professional environment where your skills will make a real difference, we’d love to hear from you.
About the role
In this varied and rewarding position, you’ll provide vital support to our Financial Advisers and Paraplanner, helping them maximise their time with clients. Your day-to-day work will include attending client meetings, conducting research, preparing recommendations, and building strong relationships with clients, providers, and third parties.
Key responsibilities
- Undertake research and analysis to meet client needs and objectives, including cashflow modelling.
- Support the Financial Advisers in preparing and presenting client financial plans, including completing illustrations and applications for new business.
- Attend client meetings with Financial Advisers when required.
- Prepare simple wealth suitability reports on behalf of the Financial Advisers including obtaining illustrations and application paperwork.
- Manage pre- and post-advice meeting requirements, such as updating client fact finds, fund switches, and Bed & ISA transactions.
- Liaise with product providers and other third parties as required.
- Own and resolve client queries.
- Prepare and maintain compliant client files.
- Prepare for on-going advice meetings.
- Support the Client Services Administrators in their day-to-day activities.
- Provide regular status updates to clients.
- Ensure business is processed efficiently and within agreed timescales.
What we’re looking for
- Level 4 Diploma in Financial Planning.
- Experience working in a Wealth Practice.
- Familiarity with provider platforms and processing business.
- Strong technical and product knowledge.
- A collaborative, confident team player with excellent communication skills.
- High attention to detail and understanding of compliance and risk management.
- Ability to prioritise tasks and work well under pressure.
- Commitment to continuous professional development and staying up to date with industry changes.
If that sounds like you, we can offer:
- A great basic salary up to £40,000 dependent on experience.
- A yearly incentive scheme.
- Training and development in a supportive and caring environment.
- Participation in a company share option scheme.
- Salary sacrifice EV car scheme.
- Contributory pension.
- Death in service.
- Cycle to work scheme
- Eye care vouchers.
- Hybrid working.
- 23 days holiday.
- 4 additional ‘Life Happens Days’ to cover any unexpected emergencies.
- An extra day’s holiday on your Birthday.
Get in touch today
If you think you might be just the person we need, please send us your CV along with a covering letter or email telling us more about you, and why you’re the right person for the role to:
Kelly Dinelli
Operations Manager
T. 01732 834834
E. kelly@citrusfinancial.co.uk
Citrus Financial is based near Sevenoaks in Kent. We’re a modern and forward-thinking company that provides holistic financial planning advice to private clients across the UK. We believe in being much more than a financial transaction, we take pride in making a positive difference to our clients, employees and wider communities.
Started by David Braithwaite in 2002, we’ve grown an established and important presence in the financial advice industry. Our success is down to our exceptional personal service and the commitment and dedication of our team. It’s also down to David, who’s become a trusted and influential voice on the media circuit, with regular TV appearances and a weekly slot on BBC radio.
You can learn more about us here.
