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Marketing Manager at Citrus Financial Management Ltd
Are you an organised, client-focused professional with experience in financial services? Do you thrive on managing schedules, speaking with clients, and ensuring everything runs smoothly? If so, we’d love to hear from you!
At Citrus Financial, we are looking for a Client Services Support professional to help manage our ongoing advice process, liaise with clients, and provide vital administrative support to our Principal Adviser.
Salary: £26,000 - £30,000 + yearly incentive scheme
Hybrid working available (minimum 4 days in the office after probation)
Responsibilities:
* Scheduling and managing client review meetings
* Providing administrative support to the Principal Adviser
* Liaising with clients, providers, and third parties
* Maintaining accurate client records
Who We're Looking For:
* Experience in financial advice or financial services (client services, administration, paraplanning, PA to a financial adviser)
* A fantastic telephone manner and confidence in client communication
* Strong organisational skills – managing diaries and appointments effectively
* Proactive and detail-oriented – taking ownership of tasks and solving problems
* A desire for a local role with a great work-life balance
Why Join Citrus Financial?
We’re a modern and forward-thinking firm that takes pride in making a difference to our clients and our team. With great benefits, a supportive work culture, and career growth opportunities, this is a fantastic opportunity for someone looking to build a rewarding career in financial services.
Apply now or share with someone who would be a great fit!
Seniority level:
Entry level
Employment type:
Full-time
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