At a Glance
- Tasks: Deliver excellent client service and support advisers with CRM systems.
- Company: Join Saltus, a dynamic team in Farnham focused on client success.
- Benefits: Enjoy a competitive salary, 25 days holiday, and hybrid working.
- Other info: Flexible working environment with opportunities for personal growth.
- Why this job: Make a real difference by onboarding clients and enhancing their experience.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 33000 - 33000 £ per year.
Saltus in Farnham is seeking a high-calibre planning support administrator to join our team.
The role focuses on delivering excellent client service, onboarding new clients and supporting advisers with CRM systems.
You will be based in Farnham with hybrid working: 3 days in the office and 2 days at home, 37.5 hours per week.
Salary between £28,000 and £33,000 per annum, plus 25 days’ holiday, life assurance, income protection and a pension.
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Client Onboarding & Planning Support Specialist in Farnham employer: Saltus
Saltus is an exceptional employer, recognised as one of the Best Places to Work by the Sunday Times and Professional Adviser awards, reflecting our commitment to a vibrant work culture that prioritises employee growth and satisfaction. With flexible working arrangements from our Penarth or Bath offices, alongside competitive benefits such as 25 days' holiday and a strong focus on customer service excellence, we ensure our team members thrive both personally and professionally in a supportive environment.
