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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.
- 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.
- Other info: Flexible working hours and a fun, supportive environment await you!
The predicted salary is between 22400 - 26400 £ per year.
We are looking for a high-calibre planning support administrator to join our team in Bath. 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.
Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
What does this role look like?
- 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.
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.
- 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 own development journey.
Where will I be working?
We are looking for someone to be based out of our Bath office, and offer hybrid working, which includes 2/3 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work.
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 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.
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 Bath employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Support Administrator in Bath
✨Tip Number 1
Get to know the company culture before your interview. Check out Saltus's values and mission, and think about how you can align your experiences with them. This will show that you're genuinely interested in being part of the 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.
✨Tip Number 3
Be ready to discuss your problem-solving skills. Think of examples where you've successfully troubleshot issues in previous roles. This will demonstrate your ability to handle challenges efficiently, which is key for the Planning Support Administrator position.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Planning Support Administrator in Bath
Some tips for your application 🫡
Show Off Your Communication Skills: Since we're all about top-notch communication, make sure your application reflects that. Use clear and concise language, and don’t shy away from showcasing your ability to connect with others—whether it’s through your cover letter or CV.
Tailor Your Application: We want to see how you fit into our culture and values. Take a moment to tailor your application to highlight your experience in financial planning and how it aligns with our mission at Saltus. A personal touch goes a long way!
Be Organised and Efficient: As a Planning Support Administrator, organisation is key! Make sure your application is well-structured and free of errors. This shows us that you can process work efficiently, just like we expect you to do in the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what makes Saltus a great place to work!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Before the interview, make sure you understand Saltus's core values and services. Familiarise yourself with their financial products like ISAs, pensions, and bonds. This will show that you're genuinely interested in the role and can engage in meaningful conversations.
✨Showcase 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 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 contributed positively to team morale in previous roles. Share specific instances where you collaborated on projects or supported colleagues, highlighting your ability to work well within a team environment.
✨Embrace Flexibility
With Saltus offering hybrid working, express your openness to flexible working patterns. Discuss how you manage your time effectively, whether working from home or in the office. This shows that you're adaptable and ready to thrive in their dynamic work culture.
