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- Tasks: Support Financial Advisers with research, report preparation, and client administration.
- Company: Join Citrus Financial, a supportive team in Sevenoaks focused on your growth.
- Benefits: Earn up to £40,000, enjoy 23 days holiday, and access a company share option scheme.
- Other info: Dynamic role with training support and a pathway to a rewarding financial advising career.
- Why this job: Kickstart your career towards becoming a Financial Adviser with real growth opportunities.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, with 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.
Applications to: kelly@citrusfinancial.co.uk
Financial Planning Technical Administrator – Adviser Pathway in Sevenoaks 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 Sevenoaks
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at Citrus Financial or similar firms. A friendly chat can open doors and give you insider info on the role.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss financial planning concepts confidently. We want to see that you're not just qualified but also passionate about the field!
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed tasks in a regulated environment. This will demonstrate that you’re ready to handle the responsibilities of the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Citrus Financial.
We think you need these skills to ace Financial Planning Technical Administrator – Adviser Pathway in Sevenoaks
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning or wealth management. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 Diploma and any related achievements!
Craft a Compelling Cover Email: In your cover email, keep it concise but engaging. Explain your current role and why this opportunity at Citrus Financial excites you. 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 specific tools or platforms you’ve worked with. Highlighting your familiarity with provider platforms and new business processing can really set you apart from other candidates.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 content. Be ready to discuss how your qualifications and any relevant experience align with the role at Citrus Financial.
✨Show Your Motivation
Citrus Financial is looking for someone eager to grow into a Financial Adviser role. Be prepared to share your long-term career goals and how this position fits into that vision. Show them you're not just looking for a job, but a career!
✨Prepare for Practical Scenarios
Think about real-life scenarios you might encounter in the role, like preparing financial plans or attending client meetings. Be ready to discuss how you would handle these situations, showcasing your organisational skills and attention to detail.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions ready. Ask about the team dynamics, training opportunities, or what success looks like in this role. This shows your genuine interest and helps you gauge if it's the right fit for you.