At a Glance
- 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, energetic team that values your development.
- 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 strong passion for delivering excellent customer service.
- 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. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 500+ people. 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!
Locations
Planning Support Administrator in Farnham, Surrey employer: Saltus
Saltus is an exceptional employer that prioritises employee satisfaction and growth, offering a vibrant work culture where team members can thrive both personally and professionally. With a commitment to flexible working arrangements and a strong focus on customer service excellence, employees enjoy a supportive environment that fosters collaboration and innovation. Recognised as one of the Best Places to Work by the Sunday Times, Saltus provides competitive benefits, including generous holiday allowances and a comprehensive flexible benefits platform, making it an ideal choice for those seeking meaningful and rewarding employment in Farnham.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Support Administrator in Farnham, Surrey
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those who work at Saltus. A friendly chat can open doors and give you insider info about the company culture and what they really value in candidates.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Saltus’s core values and services. Show them you’re not just another applicant; you’re genuinely interested in their mission to improve relationships with wealth.
✨Tip Number 3
Practice your communication skills! Since this role is all about customer service, be ready to demonstrate how you can effectively communicate and build relationships. Role-play common scenarios with a friend to boost your confidence.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows you’re keen and professional, which aligns perfectly with Saltus’s commitment to excellent service.
We think you need these skills to ace Planning Support Administrator in Farnham, Surrey
Some tips for your application 🫡
Show Your Communication Skills:Since the role requires top-notch communication skills, make sure to highlight your ability to communicate effectively in your application. Use clear and concise language, and don’t shy away from showcasing any relevant experience you have in customer service or team collaboration.
Tailor Your Application:Take a moment to tailor your CV and cover letter to reflect the specific requirements of the Planning Support Administrator role. Mention your experience with financial planning and CRM systems, and how you embody Saltus's core values. This shows us that you’re genuinely interested in the position!
Be Yourself:We want to know the real you! Don’t hesitate to let your personality shine through in your application. Share your passion for delivering excellent customer service and how you contribute positively to team morale. We’re looking for someone who fits well with our culture.
Apply Through Our Website:Make sure to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our award-winning team!
How to prepare for a job interview at Saltus
✨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 positively contributed to team morale in previous roles. Share specific instances where you collaborated with others to achieve a common goal, highlighting your ability to work well within a team.
✨Embrace Flexibility
With hybrid working being a part of the role, express your openness to flexible working patterns. Discuss how you manage your time effectively and adapt to different working environments, showing that you're a self-starter who can thrive in various situations.
