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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: Be part of a fun team that values your development and well-being.
- Why this job: Make a real impact while growing your career in a supportive environment.
- 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.
Why Saltus? 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.
What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows:
- 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’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for.
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.
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) in Surrey 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) in Surrey
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Saltus on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing Saltus inside out. Familiarise yourself with their core values and services. This shows you’re genuinely interested and ready to contribute to their mission of improving relationships with wealth.
✨Tip Number 3
Practice your communication skills! Since the role requires top-notch communication, consider doing mock interviews with friends or family. Get comfortable explaining your experience and how it aligns with what Saltus is looking for.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your enthusiasm for the role can leave a lasting impression. Plus, it shows you’re proactive and keen to join the team!
We think you need these skills to ace Planning Support Administrator (Farnham) in Surrey
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 excited about improving relationships with wealth and can convey that passion in their writing.
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 at Saltus!
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 approach to financial planning and investment management. This will not only show your interest but also help you answer questions more confidently.
✨Showcase Your Communication Skills
Since the role requires top-notch communication skills, prepare examples of how you've effectively communicated with clients or team members in the past. Think about times when you resolved issues or built relationships, as these will resonate well with the interviewers.
✨Be a Team Player
Saltus values teamwork, so be ready to discuss how you've contributed positively to team morale in previous roles. Share specific instances where you collaborated on projects or supported colleagues, highlighting your ability to work well within a team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the company culture, opportunities for professional development, or how they measure success in the role. It shows you're genuinely interested and engaged in the conversation.