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- Tasks: Support planning processes and deliver excellent customer service in a dynamic team.
- Company: Join Saltus, an award-winning financial planning firm with a vibrant culture.
- Benefits: Enjoy a competitive salary, 25 days holiday, and flexible working options.
- Other info: Flexible working hours and a fun, supportive environment await you!
- Why this job: Be part of a mission to improve relationships with wealth and make a real impact.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 28000 - 33000 £ per year.
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.
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.
The role will report to the Advice Delivery Manager, and the key areas of the role are as follows:
- To always have the customer at the heart of everything you do.
- Providing an excellent level of service is your primary responsibility.
- Learning about Saltus Core Values and products/services.
- Effectively and efficiently onboarding new clients and servicing existing clients.
- Building effective relationships with customers, advisers and paraplanners in your immediate POD.
- Positively contribute to the team morale and energy, be a great team player.
- Communicating to clients effectively through various mediums (e.g. telephone, email etc).
- Willing to get involved in projects within the business, which may occur from time to time.
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.
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 strong passion for delivering excellent customer service. A self‑starter, who owns own development journey.
We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. 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!
The salary is between £28,000 - £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 the hours of 8.30-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 500+ people. We work hard, but we have an awful lot of fun along the way.
If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!
Planning Support Administrator in Farnham employer: Energy Jobline ZR
Contact Detail:
Energy Jobline ZR Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Support Administrator in Farnham
✨Tip Number 1
Get to know the company culture before your interview. Check out Saltus's website and social media to see what they're all about. This will help you connect with them during your chat and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is all about effective communication, try role-playing common interview questions with a friend. This will help you articulate your thoughts clearly and confidently when it’s your turn to shine.
✨Tip Number 3
Be ready to showcase your problem-solving skills. Think of examples from your past experiences where you’ve successfully tackled challenges. Saltus values efficiency, so demonstrating how you can troubleshoot effectively will definitely catch their eye.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email expressing your appreciation for the opportunity can leave a lasting impression. It shows that you’re proactive and genuinely interested in the position at Saltus.
We think you need these skills to ace Planning Support Administrator in Farnham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Planning Support Administrator role. Highlight your communication skills and any relevant experience in financial planning, as this will show us you’re a great fit for our team.
Show Your Passion: Let your enthusiasm for customer service shine through in your application. We want to see that you genuinely care about helping clients and are excited about the opportunity to contribute to our mission at Saltus.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and structure your thoughts well, so we can easily see how your skills align with what we’re looking for.
Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you’ll ensure it reaches the right people and you’ll get a feel for our online presence and culture before you even start!
How to prepare for a job interview at Energy Jobline ZR
✨Know Your Stuff
Before the interview, make sure you understand Saltus's core values and services. Familiarise yourself with their financial products like ISAs, GIAs, and Pensions. This will show that you're genuinely interested in the role and ready to contribute from day one.
✨Show Off Your Communication Skills
Since this role requires top-notch communication, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or team members in the past. This will help demonstrate your ability to connect with others, which is crucial for the Planning Support Administrator position.
✨Be a Team Player
Saltus values teamwork, so be ready to discuss how you've positively contributed to team morale in previous roles. Think of specific instances where you collaborated on projects or supported colleagues, as this will highlight your ability to fit into their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, or upcoming projects. This not only shows your enthusiasm but also helps you gauge if Saltus is the right fit for you. Remember, interviews are a two-way street!