At a Glance
- Tasks: Support planning processes and deliver excellent customer service in a dynamic team.
- Company: Join a forward-thinking financial planning firm with a focus on client satisfaction.
- Benefits: Competitive salary, generous holiday, life assurance, and flexible working options.
- Other info: Enjoy hybrid working with opportunities for personal development and growth.
- Why this job: Be part of a supportive team and make a real difference for clients.
- 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.
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.
Planning Support Administrator (Whiteley or Bournemouth) employer: Saltus Partners LLP
At Saltus, we pride ourselves on being an exceptional employer, offering a supportive work culture that prioritises customer service and teamwork. Our Whiteley and Bournemouth offices provide a hybrid working model, allowing for flexibility while fostering strong relationships within our team. With competitive salaries, generous holiday allowances, and a commitment to employee development, we ensure that our staff have the resources and opportunities to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Support Administrator (Whiteley or Bournemouth)
✨Tip Number 1
Get to know the company inside out! Before your interview, dive into Saltus's core values and services. This will not only help you answer questions better but also 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 with a friend or family member. This will help you feel more confident when chatting with clients and colleagues during the interview.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you’ve successfully troubleshot issues. Be ready to share these stories during your interview to demonstrate how you can add value to the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen on joining us at Saltus!
We think you need these skills to ace Planning Support Administrator (Whiteley or Bournemouth)
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 any relevant experience you have in customer service or financial planning.
Tailor Your Application:Take a moment to read through the job description and align your skills with what we’re looking for. Highlight your experience with CRM systems and any knowledge of investment products like ISAs and pensions to really stand out.
Be a Team Player:We love team players! In your application, mention any experiences where you've positively contributed to team morale or worked collaboratively on projects. This will show us you’re a great fit for our team culture.
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’s super easy!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Before the interview, make sure you’re familiar with the company’s core values and services. This will not only show your interest but also help you align your answers with what they value most.
✨Show Off Your Communication Skills
Since this role requires top-notch communication, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to get comfortable with speaking about your experiences.
✨Demonstrate Team Spirit
Be ready to share examples of how you’ve positively contributed to team morale in past roles. Highlighting your ability to work well with others will resonate well with the interviewers.
✨Prepare for Problem-Solving Questions
Expect questions that assess your troubleshooting skills. Think of specific instances where you’ve successfully resolved issues or improved processes, especially in a financial planning context.
