Join our team – Client Services Manager – Fixed Term Contract

We are looking for a highly motivated and experienced Client Services Manager to join our Sevenoaks team on a 12-month fixed contract as maternity cover.

In this role, you will provide vital support to both our Financial Advisers and Paraplanners. You will be responsible for managing our client administration requirements, which will include undertaking research, producing suitability reports, liaising with clients and building strong provider and third-party relationships.

In this role you will:

  • Support the Senior Paraplanner in research and analysis to meet client needs and objectives.
  • Support the Senior Paraplanner in preparing client financial plans and suitability reports.
  • Undertake research and analysis.
  • Implement client recommendations.
  • Process new business.
  • Liaise with product providers and other third parties as required.
  • Obtain information, quotes, illustrations, and product details, providing comparisons for analysis as required.
  • Own and resolve client queries.
  • Prepare and maintaining compliant client files.
  • Prepare for on-going advice meetings.
  • Support the Client Services Administrators in their day-to-day activities.
  • Undertake continuous professional development to meet regulatory and personal development needs.
  • Comply with all legislative and regulatory requirements, both internally and externally.

We are looking for someone who:

  • Has experience of working in a Wealth Practice.
  • Has experience processing new business on provider platforms.
  • Has Experience in constructing accurate reports.
  • Is Level 4 Diploma qualified as a minimum.
  • Has Experience in working with Microsoft Applications.
  • Is an outgoing and confident team player.
  • Has a friendly and professional communication manner.
  • Has a strong level of technical and product knowledge and ability to develop collaborative relationships and provide excellent customer service.
  • Has excellent attention to detail with experience of compliance and risk management.
  • Ability to prioritise tasks and work efficiently under pressure or to tight deadlines.

If that sounds like you, we can offer:

  • A great basic salary up to £38,000 dependent on experience.
  • Fixed term contract – 12 months maternity cover.
  • A yearly incentive scheme.
  • Training and development in a supportive and caring environment.
  • Participation in a company share option scheme.
  • Contributory pension.
  • Death in service.
  • Eye care vouchers.
  • Hybrid working (4 days per week in the office).
  • 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

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.

Citrus Financial welcomes Elian Lawrence

Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and...

Webinar: Spring Budget Breakdown & Tax Year-End Tips

Join us for a FREE webinar on Thursday, March 14th at 12 PM to uncover the secrets of the 2024 Spring Budget and maximize your tax savings before...

Citrus Mortgage Bites – February 2024

Welcome to Citrus Mortgage Bites, our new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be...