Planning Support Administrator (Whiteley or Bournemouth)
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.
Responsibilities
* 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 such as telephone and email.
* Willing to get involved in projects within the business when they occur.
Qualifications
* Delivery‑oriented and well organised, with experience within a financial planning environment.
* Possession of CII or RO part qualification.
* Knowledge of investment products such as ISAs, pensions, bonds.
* Experience using CRM systems.
* Strong team player skills.
* Self‑starter who owns their development journey.
* Experience challenging the status quo in respect of processes.
Location & Working Hours
Based out of our Whiteley or Bournemouth office, offering hybrid working with 3 days in the office and the remainder at home.
Role requires 37.5 hours per week, between 8.30–5.30pm.
Benefits
Salary between £28,000–£33,000 per annum depending on experience. 25 days holiday plus bank holidays, life assurance, income protection, pension, and access to our flexible benefits platform.
#J-18808-Ljbffr