Location: Near Sevenoaks, Kent
Salary: £26,000 – £30,000 (dependent on experience) + yearly incentive scheme
Hybrid working available (minimum four days per week in the office after probation)
Additional benefits include:
- 23 days holiday + an extra day off on your birthday
- 4 ‘Life Happens’ days for unexpected emergencies
- Company share option scheme
- Salary exchange contributory pension
- Death in service
- Training & development opportunities
Do you have experience in financial services and love speaking with clients? Are you highly organised and persistent in getting things done?
At Citrus Financial, we are looking for a Client Services Support professional to be a key part of our growing team. This is a fantastic opportunity for someone who enjoys client interaction, diary management, and supporting a Financial Adviser in delivering outstanding service.
About the Role
Your main focus will be to:
- Manage the ongoing advice process, contacting clients to schedule their annual ongoing advice meetings and ensuring these happen every 12 months.
- Follow up persistently with clients to book meetings, coordinating diaries and managing schedules efficiently.
- Provide key administrative and business support to our Principal Adviser, helping them maximise their client-facing time.
- Liaise with clients, providers, and third parties, ensuring seamless communication and first-class service.
- Maintain accurate client records, assist with research, and help prepare financial recommendations.
Who We’re Looking For
This role is ideal for someone who has:
- Experience in a relevant role within financial advice or financial services (e.g., client services, financial administration, paraplanning, PA to a financial adviser).
- A fantastic telephone manner – confident, professional, and engaging.
- Persistence and resilience – you’re comfortable following up with clients and managing multiple interactions.
- Excellent organisation and diary management skills, with the ability to coordinate meetings between clients and advisers.
- A proactive mindset, able to take ownership of tasks and solve problems independently.
- Strong attention to detail, ensuring accuracy in client records and documentation.
- A desire for a role with a great work-life balance, possibly after working in London and now seeking a local opportunity.
Why Join Citrus Financial?
At Citrus Financial, we believe in providing more than just financial advice – we aim to make a real positive difference to our clients, employees, and community. You’ll be part of a friendly, supportive team in a modern and forward-thinking business.
Interested? Apply 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
Join us and help make a difference at Citrus Financial!
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.
