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, collaborative 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.
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.
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.
Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
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.
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.
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.
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.
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 in Guildford 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.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Support Administrator in Guildford
✨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 how you can contribute to their mission of improving relationships with wealth.
✨Tip Number 3
Practice your communication skills! Since this role is all about effective communication, try role-playing common interview questions with a friend. This will help you articulate your thoughts clearly and confidently during the actual interview.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It shows you’re polite and keen on the role, which can set you apart from other candidates.
We think you need these skills to ace Planning Support Administrator in Guildford
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.
Tailor Your Application:Take a moment to tailor your application to reflect Saltus's core values and mission. Show us how your experience aligns with our goal of improving relationships with wealth and delivering excellent customer service.
Be Organised and Efficient:As a planning support administrator, being organised is key. In your application, mention any tools or methods you use to stay organised and efficient. This will demonstrate that you’re ready to hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our 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 from day one.
✨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 build relationships and provide excellent customer service.
✨Be a Team Player
Saltus values teamwork, so be ready to discuss how you've positively contributed to team morale in previous roles. Think of specific instances where you collaborated on projects or supported colleagues, as this will highlight your ability to fit into their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role and the company culture. This not only shows your interest but also gives you a chance to assess if Saltus is the right fit for you. Consider asking about their approach to client onboarding or how they support employee development.
