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- Tasks: Support Financial Advisers with research, report preparation, and client administration.
- Company: Citrus Financial, a supportive firm in Sevenoaks with a focus on career growth.
- Benefits: Salary up to £40,000, training, share options, EV car scheme, and 23 days holiday.
- Other info: Join a dynamic team and build technical knowledge in a regulated environment.
- Why this job: Kickstart your financial planning career with a genuine pathway to becoming an Adviser.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, plus relevant experience.
The predicted salary is between 40000 - 40000 £ per year.
This is a financial planning support role for someone who is Level 4 Diploma qualified, or close to qualification, and wants to build a long-term career towards becoming a Financial Adviser. We’re looking for a motivated and technically minded individual to join Citrus Financial in Sevenoaks. This is a great opportunity for someone who already has experience in a UK financial planning or wealth management firm and wants to take the next step in their career.
You’ll work closely with our advisers and paraplanner, supporting the advice process through research, report preparation, client administration and meeting support. For the right person, this role offers a genuine pathway towards becoming a Financial Adviser over time.
In this role, you will:
- Support Financial Advisers with research, illustrations and new business applications
- Help prepare financial plans and simple suitability reports
- Attend client meetings with advisers when required
- Manage key pre- and post-meeting tasks
- Liaise with providers, third parties and clients
- Maintain compliant records and support ongoing advice work
- Build technical knowledge across the full financial planning process
We’re looking for someone who:
- Holds the Level 4 Diploma in Financial Planning, or is working towards it
- Will complete the Diploma if not already qualified
- Has experience in a UK financial planning, adviser support or wealth management environment
- Understands provider platforms and new business processing
- Is organised, accurate and comfortable working in a regulated environment
- Wants to build a long-term career in financial planning, with the potential to become an adviser
What we offer:
- Salary up to £40,000, dependent on qualifications and experience
- Supportive training and development
- A genuine adviser pathway for the right person
- Company share option scheme
- Salary sacrifice EV car scheme
- Pension
- 23 days’ holiday, plus 4 Life Happens Days and your birthday off
To apply, please send your CV and a short covering email explaining your current role in financial planning / wealth management and why this opportunity interests you.
Financial Planning Technical Administrator – Adviser Pathway in Kent employer: Citrus Financial Management Ltd
Contact Detail:
Citrus Financial Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Technical Administrator – Adviser Pathway in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Citrus Financial and understanding their values and services. Tailor your responses to show how your skills and experiences align with what they’re looking for. We want to see your passion for financial planning shine through!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to get comfortable with common questions. This will help you articulate your thoughts clearly and confidently when it’s your turn to impress the interview panel.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email expressing your appreciation for the opportunity can leave a lasting impression. It shows you’re genuinely interested in the role and keeps you on their radar.
We think you need these skills to ace Financial Planning Technical Administrator – Adviser Pathway in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and any relevant experience in financial planning or wealth management. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills!
Craft a Compelling Cover Email: In your cover email, explain why this opportunity excites you and how it fits into your career goals. We love seeing genuine enthusiasm, so let your passion for financial planning shine through!
Showcase Your Technical Skills: Since we’re looking for someone technically minded, make sure to mention any experience you have with provider platforms and new business processing. This will help us see that you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets the attention it deserves, so don’t miss out!
How to prepare for a job interview at Citrus Financial Management Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the Level 4 Diploma topics. Be ready to discuss your understanding of provider platforms and new business processing, as this will show you're technically minded and prepared for the role.
✨Show Your Motivation
Citrus Financial is looking for someone who wants to build a long-term career in financial planning. Be prepared to share your career aspirations and how this role fits into your plans. This will demonstrate your commitment and enthusiasm for the position.
✨Prepare for Practical Scenarios
Think about real-life scenarios you might encounter in the role, such as preparing financial plans or attending client meetings. Practise how you would handle these situations, as it will help you articulate your thought process during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the training and development opportunities available, or ask how success is measured in the role. This shows you're genuinely interested in the position and eager to learn more.