Planning Support Administrator in Penarth

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.

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, 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 their own development journey.

We ask everyone at Saltus to ensure that they’re based from one of our office locations. With this role you’d be able to be based out of either our Penarth or Bath office for a minimum of three days each week, working the remainder of the week from home. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it.

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 this sounds like the right opportunity for you or you’d like to find out more, get in touch with our recruitment team at recruitment@saltus.co.uk, we’d love to hear from you!