Overview
Join to apply for the Planning Support Administrator role at Saltus.
Base pay
We are looking for a high-calibre planning support administrator to join the Personal Advice Desk (PAD). This role has a base pay range of £28,500 - £33,000 per annum, depending on experience. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
What does this role look like?
The Personal Advice Desk is responsible for running our Saltus Select Propositions which services our smaller clients, typically those < £250,000 or with less complex needs, by providing at distance (using technology) advice. This includes annual suitability reviews and ad-hoc advice requirements over the phone/Teams/Zoom. The role reports to the Head of Relationship Management. Key responsibilities include:
* Always place the customer at the heart of everything you do and provide an excellent level of service
* Learn about Saltus Core Values and products/services
* Effectively and efficiently onboarding new clients and servicing existing clients
* Build effective relationships with customers, advisers and paraplanners in your POD
* Contribute positively to team morale and be a great team player
* Communicate with clients effectively through various mediums (telephone, email, etc.)
* Be willing to get involved in projects within the business as needed
What sort of person are you looking for?
The successful candidate will be delivery-orientated and well organised, with experience in a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary that reflects this experience.
* Knowledge of investment products (ISAs, Pensions, Bonds)
* Experience of using CRM systems
* Be a good team player
* Experience of challenging the status quo in respect of processes
* A self-starter who owns their own development journey
Where will I be working?
We are looking for someone to be based out of our Bath, Bournemouth or Whiteley office, and offer hybrid working, which includes 2 days in the office and the remainder at home. We’re flexible about when and how you work and welcome different working patterns.
What benefits do I get when working for Saltus?
The salary is between £28,500 - £33,000pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between 8:30am-5:30pm. Saltus strives to create a fantastic place to work for our 400+ people.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Administrative
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