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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: Hybrid working model with a focus on personal development and team spirit.
- Why this job: Be part of a mission to improve people's relationship with wealth while having fun at work.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 28000 - 33000 £ per year.
Farnham | Hybrid working – 3 days in office | £28,000-33,000pa DOE | Full-time, 37.5 hours
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.
Join our award‐winning team and be a part of our continued success!
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, GIAs, 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 Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We are passionate about championing flexible working for our people.
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.
- 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 (Farnham) 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 (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 tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role requires top-notch communication, try role-playing common interview questions with a friend. This will help you articulate your thoughts clearly and confidently during the actual interview.
✨Tip Number 3
Be ready to discuss your experience with CRM systems and financial products. Brush up on your knowledge of ISAs, GIAs, and pensions, as these are key areas for the Planning Support Administrator role. Show them you’re not just a good fit, but the perfect fit!
✨Tip Number 4
Don’t forget to ask questions during your interview! This shows your interest and helps you determine if Saltus is the right place for you. Ask about team dynamics, projects you might get involved in, or how they support professional development.
We think you need these skills to ace Planning Support Administrator (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 to show us you're the perfect fit!
Show Your Passion: Let your enthusiasm for the role and our mission shine through in your application. We love candidates who are genuinely excited about improving relationships with wealth and making a positive impact.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key skills and experiences stand out without unnecessary fluff.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity!
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, GIAs, and Pensions. This will show that you're genuinely interested in the company and ready to contribute.
✨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.
✨Be a Team Player
Saltus values teamwork, so be ready to discuss how you've collaborated with others in previous roles. Share specific instances where you contributed positively to team morale or tackled challenges together. This will highlight your fit for their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role and the company culture. This shows that you're not just interested in the job but also in how you can grow within the team. It’s a great way to leave a lasting impression!