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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: Competitive salary, 25 days holiday, life assurance, and flexible benefits.
- Why this job: Be part of a team that values growth, fun, and making a positive impact.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Work in a supportive environment with opportunities for personal development.
The predicted salary is between 28000 - 32000 £ per year.
We are looking for a high‑calibre planning support administrator to join our team for a fixed term period of 9 months. The ideal candidate must have top‑notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Why Saltus? 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.
What does this role look like? 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.
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 Borehamwood office.
What benefits do I get when working for Saltus? The salary is between £28,000-£32,000 pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform and plenty of parking! The role is 35 hours per week between the hours of 9‑5pm.
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 (9 month maternity leave cover) in Borehamwood 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 (9 month maternity leave cover) in Borehamwood
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Planning Support Administrator role. You never know who might have the inside scoop on openings at Saltus or other great companies.
✨Tip Number 2
Prepare for those interviews! Research Saltus, their core values, and the services they offer. Be ready to discuss how your skills align with their mission to improve clients' relationships with wealth. Show them you’re not just another candidate, but someone who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! Since this role is all about providing excellent service, make sure you can articulate your thoughts clearly and confidently. Consider doing mock interviews with friends or using online resources to sharpen your delivery.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the Saltus team. Don’t miss out on this opportunity!
We think you need these skills to ace Planning Support Administrator (9 month maternity leave cover) in Borehamwood
Some tips for your application 🫡
Show Off Your Communication Skills: Since the role requires top-notch communication skills, make sure to highlight your ability to communicate effectively in your application. Use clear and concise language, and don’t shy away from showcasing any relevant experience you have in customer service or team collaboration.
Tailor Your Application: Take a moment to tailor your CV and cover letter to reflect the specific requirements of the Planning Support Administrator role. Mention your experience with financial planning and CRM systems, and how you can contribute to the team’s success at Saltus.
Be Yourself: We want to see the real you! Don’t hesitate to let your personality shine through in your application. Share your passion for customer service and how you align with Saltus's core values. A bit of authenticity goes a long way!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This helps us keep track of applications and ensures you’re considered for the role. Plus, it shows you’re keen on joining our award-winning team!
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 approach to financial planning and investment management. This will not only show your interest but also help you answer questions more confidently.
✨Showcase Your Communication Skills
Since the role requires top-notch communication skills, prepare examples of how you've effectively communicated with clients or team members in the past. Think about times when you resolved issues or built relationships, as these will resonate well with the interviewers.
✨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.
✨Demonstrate Your Problem-Solving Skills
The role involves troubleshooting and processing work efficiently. Prepare to discuss challenges you've faced in previous positions and how you overcame them. This will illustrate your proactive approach and ability to think on your feet, which is crucial for this position.
