Managing HR in retirement planning services

Blog
Customer Stories
Managing HR in retirement planning services

Anna Hall is Practice Manager for Retirement Planning Specialists, Sound Financial Planning. On taking over as Practice Manager, Anna wanted to make sure internal issues were correctly dealt with in line with current employment law. And with the business looking to expand over the next three years, Anna was keen to find an HR software solution to streamline the increasing HR admin a growing team would generate.

With citrus HR, everyone at Sound Financial Planning now benefits from easy access to all the employee information they need from anywhere, saving Anna a huge amount of time to focus on other aspects of her role. Anna also benefits greatly from the advice and support provided by citrusHR’s expert HR team.

Here’s Anna:

“Prior to discovering citrus HR, most of the companies I’d spoken to seemed better suited to larger companies and weren’t particularly helpful in answering my enquiries.

“citrus HR was a breath of fresh air in comparison. Everything was clearly explained to me and they really took the time to understand my needs – I instantly knew I’d found our solution.

“We’re a company who put our clients first and appreciate the importance of client care and customer service. It was great to discover an HR company that held those values too.”

“I was helpfully provided with everything I needed to present to my MD, and I was so passionate about citrus HR being right for us that I soon had sign off.

Get help with your HR

Take the stress out of HR with help from our friendly experts and easy to use HR software.

Find Out More

“Since joining up, the consultants at citrusHR have offered vital support in dealing with some potentially difficult situations. Nowadays in business you usually have to fill out a contact form and wait 2+ working days for a response. Being able to pick up the phone and speak to someone about an issue is fantastic, and the support from everyone has been incredible.

“Everyone I’ve spoken to at citrusHR has been incredibly friendly and professional. The personal touch is one of the best things about the service.”

“citrus HR have also taken us through contract reviews and provided us with a fantastic Staff Handbook and Employment Documents. We’ve also found the ability to set and track employee goals within the system has really helped us to manage performance. The amount of information that can be found and stored on the system is fantastic.

“We have definitely found our perfect HR software solution.”

Find out more about Sound Financial Planning

If you’d like to find out more about how we can help your business with friendly HR support and easy to use HR software, give us a call on 0333 014 3888 or send us an email at info@citrushr.com. We’d love to find out more about your business.