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- Tasks: Deliver top-notch customer service and onboard new clients with ease.
- Company: Join a dynamic team at a leading financial services firm.
- Benefits: Enjoy a competitive salary, flexible working, and generous holiday allowance.
- Other info: Hybrid working model with great opportunities for personal development.
- Why this job: Be part of a supportive team and make a real difference for clients.
- Qualifications: CII or RO part-qualified with knowledge of investment products.
The predicted salary is between 28000 - 33000 £ per year.
The role will report to the Advice Delivery Manager, and the key responsibilities include:
- Always put the customer at the heart of everything you do, providing an excellent level of service.
- Learn about Saltus Core Values and products/services.
- Effectively and efficiently onboard new clients and service existing clients.
- Build effective relationships with customers, advisers and paraplanners in your immediate POD.
- Positively contribute to team morale and be a great team player.
- Communicate to clients effectively through various mediums (e.g., telephone, email).
- Willing to get involved in projects within the business, which may occur from time to time.
Qualifications
- CII or RO part-qualified.
- Knowledge of investment products: ISAs, Pensions, Bonds.
- Experience using CRM systems.
- Experience challenging the status‑quo in processes.
- A self‑starter who owns own development journey.
Working Conditions
- Based out of our London office, offering hybrid working: 3 days in the office, rest at home.
- Flexible working pattern and open to slightly different arrangements.
- Role is 37.5 hours per week between 8:30-17:30.
Salary and Benefits
- The salary ranges from £28,000 to £33,000 pa, depending on experience.
- Benefits include 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform.
Planning Support Administrator in Hampshire employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Support Administrator in Hampshire
✨Tip Number 1
Get to know the company inside out! Familiarise yourself with Saltus Core Values and their products/services. This will not only help you in interviews but also show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since you'll be interacting with clients through various mediums, it’s crucial to convey your thoughts clearly and confidently. Try role-playing with a friend or family member to get comfortable.
✨Tip Number 3
Show off your team spirit! Be ready to share examples of how you've positively contributed to team morale in the past. Employers love candidates who can uplift their colleagues and create a great working environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re proactive and keen on joining us at StudySmarter!
We think you need these skills to ace Planning Support Administrator in Hampshire
Some tips for your application 🫡
Know Your Stuff: Before you start writing, take a moment to really understand the role and the company. Familiarise yourself with Saltus Core Values and the services we offer. This will help you tailor your application and show us that you're genuinely interested.
Customer First Mindset: Remember, the job is all about putting the customer at the heart of everything. In your application, highlight any experience you've had in providing excellent customer service. Share specific examples that demonstrate how you’ve gone above and beyond for clients.
Show Your Team Spirit: We love team players! Make sure to mention any experiences where you’ve positively contributed to team morale or collaborated effectively with others. This will show us that you’re not just a lone wolf but someone who thrives in a team environment.
Keep It Professional Yet Personal: While it’s important to maintain professionalism, don’t be afraid to let your personality shine through. Use a friendly tone and be authentic in your writing. And remember, apply through our website to ensure your application gets to us directly!
How to prepare for a job interview at Saltus
✨Know Your Customer Service Basics
Since the role revolves around putting the customer first, brush up on your customer service skills. Think of examples from your past experiences where you went above and beyond for a client. This will show that you understand the importance of excellent service.
✨Familiarise Yourself with Saltus Core Values
Take some time to learn about Saltus's core values and products. Being able to discuss these in your interview will demonstrate your genuine interest in the company and how you align with their mission.
✨Show Off Your Team Spirit
As a Planning Support Administrator, you'll need to be a great team player. Prepare to share examples of how you've positively contributed to team morale in previous roles. This could be through collaboration or supporting colleagues during busy times.
✨Be Ready to Discuss Your Development Journey
This role requires a self-starter attitude, so be prepared to talk about your own development journey. Highlight any relevant qualifications like CII or RO, and discuss how you’ve challenged processes in the past to improve efficiency.