We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team.
In this role, you will provide vital support to both our Financial Advisers and Paraplanners. You will be responsible for a variety of client administration requirements that enable advisers to maximise their time with clients. These will include attending client meetings, conducting research, preparing client recommendations, liaising with clients, and building strong provider and third-party relationships.
In this role you will:
- 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 ongoing advice -meeting requirements, such as updating client fact finds, fund switches, Bed & ISA, keeping both the advisers and clients updated.
- 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.
- Process business and manage through to completion within agreed SLAs.
We are looking for someone who:
- Is Level 4 Diploma qualified.
- Is an outgoing and confident team player.
- Has a strong level of technical and product knowledge and a proven ability to develop collaborative relationships and provide excellent customer service.
- Has a desire to provide a great service to stakeholders and clients.
- Possesses the ability to build relationships and work as part of a team.
- Has excellent attention to detail with experience of compliance and risk management.
- Is dedicated to maintaining internal quality standards to ensure right first time.
- Will undertake continuous professional development to meet regulatory requirements and personal development needs.
- Is determined to keep up to date with legislative and industry changes which affect the business, it’s clients and the role of the Financial Adviser(s) within the business.
- Has the 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 £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.
- 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.
