Start your journey towards becoming a Financial Adviser
We’re looking for a motivated and technically minded individual to join our Sevenoaks team at Citrus Financial.
This is an excellent opportunity for someone who is Level 4 Diploma qualified, or close to qualification, and wants to build a long-term career within a supportive financial planning firm.
The role offers the chance to develop strong technical knowledge while working closely with our advisers and paraplanner. For the right person, it also provides a clear pathway towards becoming a Financial Adviser in the future.
If you are not already Level 4 qualified, you will be expected to complete your Diploma in Financial Planning as part of your development in the role.
About the role
In this role, you’ll provide vital support to our Financial Advisers, helping them maximise the time they spend with clients.
Your work will include research, preparing recommendations, supporting client meetings and helping to ensure the smooth running of client administration.
You’ll gain exposure to every stage of the financial planning process while building valuable experience in client advice.
What you'll be doing?
- Undertaking research and analysis to meet client needs and objectives, including cashflow modelling
- Supporting Financial Advisers in preparing and presenting financial plans, including illustrations and new business applications
- Attending client meetings with advisers when required
- Preparing simple wealth suitability reports and supporting documentation
- Managing pre- and post-meeting tasks, including updating fact finds, fund switches and Bed & ISA transactions
- Liaising with product providers and third parties
- Handling client queries and providing regular updates
- Maintaining compliant client files
- Preparing documentation for ongoing advice meetings
- Processing business through to completion within agreed service standards
We’re looking for someone who:
- Is Level 4 Diploma qualified or currently working towards it
- Is committed to completing the Diploma in Financial Planning if not already qualified
- Has experience working in a UK wealth management or financial planning practice
- Has used provider platforms and understands new business processing
- Is organised, proactive and enjoys working as part of a team
- Has strong attention to detail and understands the importance of compliance
- Is keen to develop their career within financial planning
- Is motivated to continue professional development and keep up to date with industry changes
- Can prioritise work effectively and meet deadlines
If that sounds like you, we can offer:
Based near Sevenoaks in Kent, Citrus Financial is a modern financial planning firm that helps individuals and families make better decisions about their money.
Founded in 2002 by David Braithwaite, the firm has grown through reputation, referrals and exceptional client service. David is also a familiar voice in the media, with regular appearances and a weekly slot as BBC Radio Kent’s Money Mentor.
Our mission is simple:
We want you feeling better off from having met us.
That applies to both our clients and the people who work here.
You can learn more about us here.
What we can offer:
- A great basic salary up to £40,000 dependent on qualifications and experience.
- A yearly incentive scheme.
- Training and development in a supportive and caring environment.
- A potential pathway towards becoming a Financial Adviser.
- 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 plus:
- 4 additional ‘Life Happens Days’
- your birthday off
Get in touch today
If you think this could be the next step in your career, we’d love to hear from you.
Please send your CV and a covering email explaining why you’re interested in the role to:
Kelly Dinelli
Operations Manager
T. 01732 834834
E. kelly@citrusfinancial.co.uk
