Planning Support Administrator (Borehamwood)

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.

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. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions.

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 we 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 Whiteley or Bournemouth 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.

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!