At a Glance
- Tasks: Be the friendly face of Citrus Financial, welcoming clients and managing their enquiries.
- Company: Join a modern financial planning firm with a strong reputation for client service.
- Benefits: Enjoy a competitive salary, yearly incentives, training, and 23 days holiday plus your birthday off.
- Other info: Perfect for graduates or anyone looking to return to work with a dynamic team.
- Why this job: Kickstart your career in a supportive environment where your communication skills shine.
- Qualifications: No financial experience needed, just a passion for helping people and great customer service.
The predicted salary is between 21000 - 28000 £ per year.
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.
Client Services Administrator in Sevenoaks employer: Citrus Financial Management Ltd
Citrus Financial is an excellent employer located near Sevenoaks, offering a vibrant work culture where energy and enthusiasm are valued above all. With a competitive salary, yearly incentives, and ample opportunities for training and development, employees can thrive both personally and professionally. The firm prioritises a supportive environment, ensuring that every team member feels valued and empowered to contribute to exceptional client service.
Contact Details:
Citrus Financial Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Sevenoaks
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Citrus Financial. Understand their values and what they stand for. This will help you connect with them during your chat and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since this role involves a lot of client interaction over the phone, it’s a good idea to practice how you sound when speaking. Try role-playing with a friend or family member to get comfortable with answering questions and providing information clearly and confidently.
✨Tip Number 3
Show off your people skills! During the interview, share examples of times you've delivered great customer service. Whether it was in a previous job or a volunteer role, highlight how you made someone’s day better. This will resonate well with Citrus Financial's focus on client service.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a nice touch that shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in joining their team!
We think you need these skills to ace Client Services Administrator in Sevenoaks
Some tips for your application 🫡
Be Yourself:When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your enthusiasm and energy. Remember, we’re looking for someone who enjoys talking to people, so make sure that comes across in your words.
Tailor Your CV:Make sure your CV highlights your customer service experience, even if it’s from a part-time job or a different field. We love seeing how you've delivered great service in the past, so connect those dots for us. Tailoring your CV to the role will help us see why you’d be a great fit!
Craft a Catchy Cover Email:Your cover email is your chance to grab our attention! Keep it short and sweet, but make sure to explain why this role excites you. Share a bit about your passion for client service and how you can contribute to our team. We want to feel your enthusiasm right from the start!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy – just follow the prompts and you’ll be on your way to joining our friendly team!
How to prepare for a job interview at Citrus Financial Management Ltd
✨Show Your Enthusiasm
Citrus Financial is all about energy and enthusiasm, so make sure to convey your excitement for the role. Share specific examples of how you've enjoyed working with clients in the past, and let your personality shine through during the interview.
✨Practice Your Communication Skills
Since this role involves a lot of client interaction, it's crucial to demonstrate excellent communication skills. Practice answering common interview questions out loud, focusing on clarity and confidence. You might even want to role-play with a friend to get comfortable speaking on the phone.
✨Highlight Your Organisation Skills
As a Client Services Administrator, you'll need to juggle multiple tasks. Be prepared to discuss how you stay organised in previous roles. Bring up any tools or methods you use to manage your time effectively, as this will show that you're ready to keep the office running smoothly.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the company and the role. Consider asking about the team culture at Citrus Financial or what a typical day looks like for someone in this position. It’s a great way to demonstrate your enthusiasm and curiosity.
