At a Glance
- Tasks: Support clients and enhance team morale while delivering excellent service.
- Company: Join a supportive and fun workplace in St Albans with hybrid working options.
- Benefits: Competitive salary, 25 days holiday, life assurance, and flexible benefits.
- Other info: Flexible working patterns and opportunities for personal development.
- Why this job: Be part of a dynamic team making a real difference in financial planning.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 28000 - 33000 £ per year.
We are looking for a high‑calibre planning support administrator to join our team in St Albans. The ideal candidate must have top‐notch 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 delivery‑oriented 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 that reflects this experience.
Knowledge and 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 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 £28,000–£33,000 per annum depending on experience, 25 days holiday plus bank holidays, life assurance, income protection, pension, and a flexible benefits platform. The role is 37.5 hours per week, between 8:30 and 17:30. Working culture supportive and fun, with an award‑winning workplace environment.
Planning Support Administrator (St Albans) employer: Saltus Partners LLP
At Saltus, we pride ourselves on being an exceptional employer, offering a supportive and fun working culture in our St Albans office. With hybrid working options, competitive salaries, and a comprehensive benefits package including 25 days of holiday, life assurance, and income protection, we are committed to fostering employee growth and development while ensuring our team members feel valued and engaged.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Support Administrator (St Albans)
✨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 providing excellent service, make sure you can articulate your thoughts clearly. Try mock interviews with friends or family to get comfortable with different mediums like phone and email.
✨Tip Number 3
Show off your team spirit! Be ready to share examples of how you've positively contributed to team morale in past roles. Employers love to see candidates who can uplift their colleagues and create a supportive work environment.
✨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 serious about landing the Planning Support Administrator role with us.
We think you need these skills to ace Planning Support Administrator (St Albans)
Some tips for your application 🫡
Show Your Customer Focus:Make sure to highlight your customer service skills 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 provided excellent service in the past.
Be Organised and Efficient:Since this role is all about being well-organised and delivery-oriented, give us a glimpse into your organisational skills. Talk about how you manage your time and prioritise tasks to meet deadlines effectively.
Communicate Clearly:We value top-notch communication skills, so make sure your application is clear and concise. Use straightforward language and structure your thoughts well, as this reflects how you would communicate with clients and colleagues.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Before the interview, make sure you understand the core values and services of the company. Familiarise yourself with their investment products like ISAs, pensions, and bonds. This will show that you're genuinely interested and prepared.
✨Show Off Your Communication Skills
Since the role requires top-notch communication, practice articulating your thoughts clearly. Use examples from your past experiences where you effectively communicated with clients or team members to resolve issues.
✨Be a Team Player
Highlight your ability to work well in a team. Share instances where you contributed positively to team morale or collaborated on projects. This will resonate well with the company's emphasis on teamwork.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role and the company culture. This not only shows your interest but also helps you gauge if the company is the right fit for you. Think about asking how they support professional development or what a typical day looks like.
