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Client Support Executive - OnboardingLocation: Hybrid - 2 days in our Wilmslow office, 3 from homeWorking Hours: Full-timeCitation is one of the UK's leading providers of Health & Safety, HR, Employment Law and ISO services to businesses.
But we're far from average — our people bring their personalities to work, not just their policies! It's a great place to work because of the people we employ.
Fun, professional, and supportive, we're looking for likeminded individuals who bring passion and positivity to what they do.
If our culture sounds like the right fit for you and you're excited to be part of our success story, we'd love to hear from you.
The role: As we continue to grow and invest in service and technology, we're recruiting a Client Support Executive to join our Onboarding team.In this role, you'll:, Provide exceptional telephone and online support to clients across the UK, Welcome new clients and deliver training on our platform, Make proactive touchpoints with clients throughout their contract , Ensure clients gain maximum value from their Citation serviceAbout you: We're looking for natural problem solvers who can take ownership of queries from start to finish, identifying needs and offering effective solutions.
Whatever your background, if you're passionate about delivering outstanding customer service, we can teach you the rest.
You'll be someone who: , Engages confidently and professionally over the phone, Learns new systems quickly and uses information to support clients effectively, Puts the client first, making it your mission to understand their needs and exceed expectationsHere's a taste of the perks we roll out for our extraordinary team members:, 25 Days of Holiday + Bank: We're talking sun-soaked beaches, snow-capped mountains, or simply your favourite cosy spot at home.
Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays., Birthday Bliss: Your birthday isn't just another day on the calendar; it's YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU., Post-Wedding Bliss: Newlyweds, we've got something special for you too! Extra weeks of holiday to bask in the glow of post-wedding happiness., Growing Families: We're all about supporting our Citation family, and that includes expectant parents.
Vouchers and special perks await to celebrate the newest addition to your family., Healthcare cash plan: Your well-being is our priority.
That's why we offer private healthcare to ensure your peace of mind and keep you feeling your best., Pawternity Leave: Welcoming a new furry friend? Enjoy a day off on us to give your new cat or dog the ultimate welcome home experience!, Community Days: Looking to give back? Take a day off to volunteer and make a positive impact in your community or support your favourite charities.Ready to Apply? If you're passionate about client support, love problem-solving, and want to work in a fun and supportive team, apply today and start your journey with Citation! ....Read more...
Type: Permanent Location: Wilmslow, England
Start: ASAP
Posted: 2026-01-09 17:21:58
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FP&A and Financial Integration Analyst Location: 3 Days Wilmslow HQ, 2 days from home Salary: CompetitiveHeadquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people.
The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada.
The Citation Group has grown rapidly over the past few years and has big ambitions for the future.
As a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.The role This is an exciting opportunity for a motivated and analytical finance professional to join a high-growth business as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director.
In this pivotal role, you will combine forward-looking financial analysis with hands-on integration support, shaping the financial strategy and performance visibility of a rapidly expanding organisation.
You'll play a key role in driving planning accuracy, supporting strategic decision-making, and ensuring seamless financial integration across new acquisitions — making this a highly visible and influential position within the finance function.Financial Planning & Analysis , Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership , Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives , Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions , Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis , Prepare presentations and analysis for senior management and investors , Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information.
, Working with the divisional finance teams regarding the preparation of financial information in line with Group standards and timings.
Financial integration , Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies, Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and how these impact the Group post deal , Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues , Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks , Manage the consolidation of accounting and reporting systems , Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions Data, systems and process improvement , Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy , Identify opportunities to automate reporting processes and ensure the accuracy, consistency, and reliability of financial data across systems , Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation , Support compliance with corporate financial policies, controls, reporting standards, ensuring data quality throughout the planning processOther ad hoc projects, Assist in the group audit of new acquisitions in the year , Involvement in Group reorganisation projects (liquidations, restructures, hive-ups etc.), Readiness reviews in advance of Group exit from current PE cycleAbout you, Hold an ACA (or equivalent) qualification, A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions.
, Strong communication skills, both verbal and written, Excellent interpersonal skills and an ability to engage non-Finance colleagues , Advanced Excel and data manipulation is essential, Technically strong with a good depth of understanding and experience of financial reporting , Experience of improving processes and control environments, Ability and desire to work in a fast-paced and ever-evolving Private Equity environment, Experience in working with subscription business metrics (ARR, NRR, churn etc) preferableJoin us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements! ....Read more...
Type: Permanent Location: Wilmslow, England
Start: ASAP
Posted: 2026-01-07 12:29:23
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Senior Marketing Executive Location - 3 days at HQ (Wilmslow), 2 days from home Salary - Competitive We're Citation Group.
A group of businesses on a mission to make life easier for small and medium-sized companies.
We get that running a business is tough.
You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look after your team, and somehow still grow.We pride ourselves on creating a workplace where everyone is valued, supported, and encouraged to bring their best selves to work.
We're known for our supportive culture and our commitment to helping clients stay “ready for anything.” If you're a team player who thrives in a fast-paced environment, we want to hear from you!
The roleWe are looking for a results-focused, enthusiastic, and forward-thinking Senior Marketing Executive to join the central marketing team at The Citation Group.The Senior Marketing Executive will play a key role in supporting and working across the marketing SLT to deliver across a variety of briefs for a number of brands.
You'll be responsible for creating and optimising campaigns, seeing briefs through from origination to realisation, managing multiple stakeholders, managing projects from conception to delivery and reporting on campaign successes.
This is a new role, which will provide you with the opportunity to work across multiple businesses and channels and be part of a business that is set to triple in size., Support heads of marketing with campaign ideation and realisation to hit lead generation KPIs., Support the senior team to see through all marketing activities from briefing stage to launch., Brief in all key marketing activities to content, digital, events and design teams, Report on campaign activity to illustrate return on time and investment., Manage stakeholders to ensure campaigns and projects are realised on time and to budget., Use CRM platforms to track successes and inform changes., Liaise with the wider marketing team to maximise collaborative opportunities., Attend and present at meetings with multiple stakeholders across the commercial team., Research competitor products, services and marketing activities and come up with new and reactive ideas., Create and amend tools and templates as part of client and prospect activity., Monitor and manage budgets alongside heads of marketing., Support and deliver across a variety of briefs where demand and projects require.About you, Bags of enthusiasm, Strong creative mind, Commercial savviness with strong multitasking skills, Excellent verbal and written communication skills, Strong analytical acumen and data-driven thinking, Ability to manage stakeholders and peers from briefing through to delivery and reporting., Self-motivated with the ability to work as part of a team as well as under your own initiative., Self-belief to push your campaign ideas forward so ideas become reality., Be comfortable approaching and engaging with brand owners, content producers and agencies., A strong planner and organiser who ensures work is completed within deadlines, to budget and to the highest standard.Here's a taste of the perks we roll out for our extraordinary team members:25 Days of Holiday + 8 Bank holidays: We're talking sun-soaked beaches, snow-capped mountains, or simply your favourite cozy spot at home.
Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays.Birthday Bliss: Your birthday isn't just another day on the calendar; it's YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU. Post-Wedding Bliss: Newlyweds, we've got something special for you too! Extra weeks of holiday to bask in the glow of post-wedding happiness.Growing Families: We're all about supporting our Citation family, and that includes expectant parents.
Vouchers and special perks await to celebrate the newest addition to your family.Healthcare cash plan: Your well-being is our priority.
That's why we offer private healthcare to ensure your peace of mind and keep you feeling your best.If you're looking for your next career challenge, don't mind getting stuck into all areas of marketing and love driving forward new ideas, then this is the role for you! In return, we will give you the opportunity to work with a fantastic team, the chance to raise your profile, and learn and develop into your role.
We also have a great range of colleague benefits. ....Read more...
Type: Permanent Location: Wilmslow, England
Start: ASAP
Posted: 2026-01-07 12:18:44
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Management Accountant Location: Hybrid - Wilmslow 3 days, 2 days from homeSalary: CompetitiveWe're Citation Group.
A group of businesses on a mission to make life easier for small and medium-sized companies.
We get that running a business is tough.
You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look after your team, and somehow still grow.
And that's where we come in - taking the stress out of it all to make life simpler and smoother for business owners.As our business has grown in scale, we've established a dedicated Group function to sit alongside our divisional structure.
This central hub houses the costs of shared services and, over the past three years, we've steadily consolidated departments into it.
The result is greater efficiency, stronger scalability, and a structure that seamlessly supports both our existing brands and the new businesses we bring on board.The role We are looking for an ambitious, dynamic, hard-working finance professional to join the team.
This is an excellent opportunity for a qualified / part-qualified accountant to develop and grow in an exciting, ambitious business environment.
This role is responsible for the management of accounts of the Group function, including month and year-end close, budgeting and forecasting (P&L, balance sheet and cash flow).
There are significant opportunities to develop, improve and add value to the business, and the candidate must have a passion to drive change and make a difference.Monthly Reporting, Developing and driving efficiencies in the month-end process for the business unit , Preparation of monthly management accounts including P&L, Balance Sheet and Cashflow, Ensure all income, expenditure and capex is correctly accounted for, monitored and any variances to budget and prior year are analysed and understood, Ensure financial reports are accurate and delivered to deadline, Presentation of monthly results of the Group function including completing accurate and insightful commentary for inclusion in Board and Investor reports, Monthly reconciliation of balance sheet and control accounts , Preparation of monthly invoices for recharges from the Group to the other business unitsFinancial Planning & Analysis, Preparation of forecasts for the Group function, Regular tracking of performance versus budget and prior year, including monthly meetings with budget owners to track performance / spend against budget, Challenging budget holders regarding spend and proactively identifying opportunities and risks associated with the cost base, Production of short term cashflow forecasts, Support with tracking of business and financial KPIsOther, Leading the annual audit process for the Group functions, providing requested information in a timely manner and having the knowledge to be the go-to person for questions , Identify process improvements from both an efficiency and internal control perspective and take ownership for dthe evelopment and implementation of solutionsAbout you , Qualified or part-qualified accountant (ACA, ACCA or CIMA), Experience of producing monthly management accounts and related financial reporting, Solutions-focused and continuous improvement mindset, Excellent interpersonal skills and an ability to engage non-Finance colleagues , Advanced Excel and data manipulation are essential, Ability and desire to work in a fast-paced and ever-evolving environment, Experience of working in or with PE-backed businesses is preferable, but not essential Here's a taste of the perks we roll out for our extraordinary team members:, 25 Days of Holiday + Bank holidays: We're talking sun-soaked beaches, snow-capped mountains, or simply your favourite cosy spot at home.
Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays., Birthday Bliss: Your birthday isn't just another day on the calendar; it's YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU., Post-Wedding Bliss: Newlyweds, we've got something special for you too! Extra weeks of holiday to bask in the glow of post-wedding happiness., Healthcare cash plan: Your well-being is our priority.
That's why we offer private healthcare to ensure your peace of mind and keep you feeling your best., Community Days: Looking to give back? Take a day off to volunteer and make a positive impact in your community or support your favourite charities.Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements! ....Read more...
Type: Permanent Location: Wilmslow, England
Start: ASAP
Posted: 2026-01-07 12:15:50
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Client Support Executive - No experience needed.Location: Hybrid - 2 days in Wilmslow, 3 days at home.Hours: Monday - Friday 08:30 - 17:00Salary: £24,000 + 2,000 quarterly bonus (OTE £32,000)Citation is one of the UK's leading providers of Health and Safety, HR, Employment Law, and ISO services to businesses.
We pride ourselves on being leaders in our industry, constantly empowering our team, and fostering a culture of support and innovation.
We love what we do, and we're on a mission to grow and that's where you come in.
Not bragging but…we've also just been named one of the Sunday Times Best companies to work for.
Again.We are looking for a Client Support Executive (Field Support) to join our busy Diary Management Team at our Head Office in Wilmslow.
You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.Your role:, Client Engagement: You will be at the forefront, engaging with businesses, understanding their unique needs.
Your ability to connect with clients and grasp their specific requirements will be essential when booking client visits., Building Relationships: Developing and maintaining strong relationships with clients is key to your success, tailoring your approach to meet their specific needs., Objection Handling: Skilfully handling objections is a core aspect of this role.
You'll have the expertise to address any concerns clients may have regarding service or booking their visits on time., Adaptive Communication: You'll possess the agility to adapt and vary your communication style to resonate effectively with diverse audiences, ensuring your message is received with clarity and enthusiasm.
This is a busy, fast-paced role where a high volume of Outbound calling our clients will be required.Who are we looking for?Whatever your background, it is paramount to us that you are passionate about great customer service.
We can teach you the rest.
We want great people who can engage effectively over the phone and are able to deliver value-added to the client.The successful candidate for this role will have strong organisational skills as they will be managing multiple diaries at once.
They will have excellent communication skills, along with a first-class telephone manner.As a natural problem solver, this person will have the ability to take ownership of any queries from start to finish, identifying and anticipating needs and offering solutions to our clients.Here's a taste of the perks we roll out for our extraordinary team members:, 25 Days of Holiday + Bank: We're talking sun-soaked beaches, snow-capped mountains, or simply your favourite cosy spot at home.
Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays., Birthday Bliss: Your birthday isn't just another day on the calendar; it's YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU., Post-Wedding Bliss: Newlyweds, we've got something special for you, too! Extra weeks of holiday to bask in the glow of post-wedding happiness., Growing Families: We're all about supporting our Citation family, and that includes expectant parents.
Vouchers and special perks await to celebrate the newest addition to your family., Healthcare cash plan: Your well-being is our priority.
That's why we offer private healthcare to ensure your peace of mind and keep you feeling your best., Pawternity Leave: Welcoming a new furry friend? Enjoy a day off on us to give your new cat or dog the ultimate welcome home experience!, Community Days: Looking to give back? Take a day off to volunteer and make a positive impact in your community or support your favourite charities.Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements! ....Read more...
Type: Permanent Location: Wilmslow, England
Start: ASAP
Salary / Rate: £24000.00 - £32000.00 per annum + £32k OTE incl. £2000 quarterly bonus
Posted: 2026-01-07 08:46:08
