Hybrid Planning Support Administrator - Financial Services
Hybrid Planning Support Administrator - Financial Services

Hybrid Planning Support Administrator - Financial Services

Full-Time 33000 - 33000 £ / year (est.) Home office (partial)
Saltus Partners LLP

At a Glance

  • Tasks: Provide top-notch customer service and support client onboarding in financial planning.
  • Company: Join Saltus Partners LLP, a leading firm in financial services.
  • Benefits: Earn up to £33k, enjoy hybrid work, 25 days holiday, and flexible benefits.
  • Other info: Dynamic team environment with opportunities for personal and professional growth.
  • Why this job: Make a difference in clients' financial journeys while growing your career.
  • Qualifications: Strong communication skills and experience in financial planning are essential.

The predicted salary is between 33000 - 33000 £ per year.

Saltus Partners LLP is seeking a Planning Support Administrator to join their team in St Albans. The role involves providing excellent customer service, onboarding clients, and maintaining relationships.

Ideal candidates should have communication skills, be well-organised, and have experience in financial planning with knowledge of investment products.

The position offers a salary of up to £33k, hybrid working arrangements, and excellent benefits including 25 days of holiday, life assurance, and a flexible benefits platform.

Hybrid Planning Support Administrator - Financial Services employer: Saltus Partners LLP

Saltus Partners LLP is an exceptional employer that prioritises employee well-being and professional growth. With a supportive work culture in St Albans, employees enjoy hybrid working arrangements, generous holiday allowances, and a flexible benefits platform, making it an ideal place for those seeking a rewarding career in financial services.
Saltus Partners LLP

Contact Detail:

Saltus Partners LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Hybrid Planning Support Administrator - Financial Services

✨Tip Number 1

Network like a pro! Reach out to people in the financial services sector, especially those at Saltus Partners LLP. A friendly chat can sometimes lead to opportunities that aren’t even advertised.

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of investment products and financial planning. We want you to shine when discussing how you can provide excellent customer service and maintain client relationships.

✨Tip Number 3

Show off your organisational skills! During interviews, share examples of how you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of a Planning Support Administrator.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.

We think you need these skills to ace Hybrid Planning Support Administrator - Financial Services

Customer Service
Onboarding Clients
Relationship Management
Communication Skills
Organisational Skills
Financial Planning
Knowledge of Investment Products

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial planning and customer service. We want to see how your skills match the role, so don’t be shy about showcasing your knowledge of investment products!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Planning Support Administrator role at Saltus Partners LLP. We love seeing genuine enthusiasm and a personal touch.

Show Off Your Organisational Skills: Since the role requires being well-organised, give examples in your application that demonstrate your ability to manage multiple tasks effectively. We appreciate candidates who can juggle responsibilities with ease!

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 don’t miss out on any important updates. Let’s get started on this journey together!

How to prepare for a job interview at Saltus Partners LLP

✨Know Your Financial Products

Make sure you brush up on your knowledge of investment products and financial planning. Being able to discuss these confidently will show that you're not just a good communicator, but also someone who understands the industry.

✨Showcase Your Organisational Skills

Prepare examples from your past experiences where your organisational skills made a difference. Whether it was managing client onboarding or maintaining relationships, having specific stories ready will help you stand out.

✨Practice Customer Service Scenarios

Since excellent customer service is key for this role, think about common scenarios you might face. Practising how you would handle difficult situations can demonstrate your problem-solving abilities and commitment to client satisfaction.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Hybrid Planning Support Administrator - Financial Services
Saltus Partners LLP

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