Client-Focused Planning Support Specialist | Hybrid in Farnham

Client-Focused Planning Support Specialist | Hybrid in Farnham

Farnham Full-Time 28000 - 33000 £ / year (est.) No working from home possible
Saltus

At a Glance

  • Tasks: Provide top-notch support to clients and build strong relationships.
  • Company: Join Saltus, a leading firm known for exceptional customer service.
  • Benefits: Enjoy a competitive salary, 25 days' holiday, and hybrid working options.
  • Other info: Great opportunity for professional development in a supportive environment.
  • Why this job: Make a real difference in clients' lives while growing your career.
  • Qualifications: 2 years of client-facing experience and knowledge of investment products.

The predicted salary is between 28000 - 33000 £ per year.

Saltus is seeking a high-calibre planning support administrator to join their team in Farnham. The role emphasizes exceptional customer service, onboarding new clients, and building effective relationships while communicating through various mediums.

The ideal candidate will have at least 2 years of client-facing experience, knowledge of investment products, and be CII or RO part qualified.

This position offers hybrid working, a competitive salary between £28,000 - £33,000, and numerous employee benefits including 25 days' holiday.

Client-Focused Planning Support Specialist | Hybrid in Farnham employer: Saltus

At Saltus, we pride ourselves on fostering a collaborative and supportive work environment in Farnham, where our employees are empowered to excel in their roles. With a strong emphasis on professional development, we offer numerous growth opportunities alongside a competitive salary and generous benefits, including 25 days' holiday. Join us to be part of a team that values exceptional customer service and meaningful client relationships, all while enjoying the flexibility of hybrid working.

Saltus

Contact Details:

Saltus Recruitment Team

We think you need these skills to ace Client-Focused Planning Support Specialist | Hybrid in Farnham

Customer Service
Client Onboarding
Relationship Building
Communication Skills
Client-Facing Experience
Knowledge of Investment Products
CII or RO Qualification