We are looking for a high‑calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
What does this role look like?
The role will report to the Advice Delivery Manager, and the key areas of the role are as follows:
* Always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
* Learn about Saltus Core Values and products/services.
* Effectively and efficiently onboard new clients and service existing clients.
* Build effective relationships with customers, advisers and paraplanners in your immediate POD.
* Positively contribute to the team morale and energy, be a great team player.
* Communicate to clients effectively through various mediums (e.g., telephone, email).
* Be willing to get involved in projects within the business, which may occur from time to time.
What sort of person are you looking for?
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience.
* At least 2 years experience in a similar role with client facing experience.
* Knowledge of investment products: ISAs, GIAs, 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 own development journey.
Where will I be working?
We are looking for someone to be based out of our Farnham office, offering hybrid working, which includes 3 days in the office, with the remainder at home. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it.
What benefits do I get when working for Saltus?
The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection, a pension, and access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. If you think you’d like to come and join us, please get in touch.
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