Citrus Financial is looking for a friendly, confident and enthusiastic Client Services Administrator to join our team near Sevenoaks.
This is a client-facing role at the heart of our office. You’ll often be the first person our clients speak to, whether that’s welcoming them to the office or answering the phone and helping arrange meetings with our advisers.
Because of that, we’re looking for someone who genuinely enjoys talking to people and delivering brilliant client service.
Energy, enthusiasm and a positive attitude matter more to us than financial services experience.
What the role involves
* Answering inbound client calls and providing a helpful and reassuring first point of contact
* Scheduling client meetings and managing adviser diaries
* Welcoming clients to the office and preparing meeting rooms
* Managing incoming emails and enquiries
* Supporting advisers and the wider team with administration
* Helping ensure the office runs smoothly day to day
What we're looking for
* Friendly, confident and comfortable speaking with clients
* Excellent communication skills, particularly on the phone
* Strong organisation and attention to detail
* Someone who enjoys working as part of a team
Previous financial services experience is not required, but you should be able to demonstrate experience delivering great customer service in a previous role, part-time job or work environment.
Who this role could suit
* A graduate or A-level leaver looking to start a professional career
* Someone with customer service experience who enjoys speaking with people and solving problems
* A parent returning to work looking for a local role with variety
* Anyone who is confident on the phone and enjoys helping clients
About Citrus Financial
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.
What we offer
* Competitive salary (£23,500)
* Yearly incentive scheme
* Training and development
* Contributory pension
* Death in service
* EV salary sacrifice scheme
* 23 days holiday plus birthday off and Life Happens Days
Apply
Apply via LinkedIn or send your CV with a short covering email explaining why the role appeals to you.
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