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For Companies At a Glance
- Tasks: Support planning processes and deliver excellent customer service in a dynamic team.
- Company: Join a forward-thinking financial planning firm in St Albans.
- Benefits: Competitive salary, 25 days holiday, hybrid working, and flexible arrangements.
- Other info: Opportunity to work on exciting projects and grow your career.
- Why this job: Be part of a team that values customer relationships and personal development.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 28000 - 33000 ÂŁ per year.
We are looking for a highâcalibre planning support administrator to join our team in St Albans. The ideal candidate must have topânotch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Key Responsibilities
- 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 the existing clients.
- Building effective relationships with customers, advisers and paraplanners in your immediate POD.
- Positively contributing to team morale and energy, and being a great team player.
- Communicating to clients effectively through various mediums (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 deliveryâoriented and a wellâorganised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary that 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 selfâstarter, who owns his own development journey.
Location & Working Arrangements
Based out of our St Albans office, offering hybrid working with a minimum of three days in the office, the remainder at home. We are flexible about working patterns and can discuss alternative arrangements.
Benefits
Salary between ÂŁ28,000âÂŁ33,000 per annum depending on experience, 25 days holiday plus.
Planning Support Administrator (St Albans) employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Planning Support Administrator (St Albans)
â¨Tip Number 1
Network like a pro! Reach out to people in the industry, attend local events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
â¨Tip Number 2
Prepare for interviews by researching the company and its values. Make sure you can articulate how your skills align with their mission. Practise common interview questions and think of examples that showcase your problem-solving abilities and customer service skills.
â¨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Itâs also a chance to reiterate why youâre a great fit for the Planning Support Administrator position.
â¨Tip Number 4
Donât forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it gives us a better chance to see your personality shine through.
We think you need these skills to ace Planning Support Administrator (St Albans)
Some tips for your application đŤĄ
Show Your Customer Focus: Make sure to highlight your commitment to customer service in your application. We want to see how you put the customer at the heart of everything you do, so share examples of how you've gone above and beyond for clients in the past.
Communicate Clearly: Since communication is key in this role, ensure your written application is clear and concise. Use straightforward language and structure your thoughts logically. This will show us that you can communicate effectively, just like we need you to do with our clients.
Demonstrate Team Spirit: Weâre all about teamwork here at StudySmarter, so donât forget to mention your experiences working collaboratively. Share instances where youâve positively contributed to team morale or energy, as this is something we value highly.
Tailor Your Application: Take the time to tailor your application specifically for this role. Mention relevant experience in financial planning and any knowledge of investment products. This shows us that youâve done your homework and are genuinely interested in joining our team.
How to prepare for a job interview at Saltus Partners LLP
â¨Know Your Stuff
Before the interview, make sure you understand Saltus's core values and the services they offer. This will not only show your interest but also help you align your answers with what they value in a candidate.
â¨Customer-Centric Mindset
Since the role revolves around providing excellent customer service, prepare examples from your past experiences where you put the customer first. Think about how you resolved issues or improved client relationships.
â¨Show Your Team Spirit
Being a great team player is crucial for this position. Be ready to discuss how you've contributed to team morale in previous roles. Share specific instances where you collaborated effectively with colleagues.
â¨Be Ready to Adapt
The job may involve getting involved in various projects, so demonstrate your flexibility and willingness to take on new challenges. Prepare to talk about times when you successfully adapted to changes in your work environment.