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- Tasks: Support clients with financial planning and provide excellent customer service.
- Company: Join Saltus, a dynamic company focused on client relationships.
- Benefits: Competitive salary, 25 days holiday, life assurance, and flexible working.
- Why this job: Be part of a team that values your input and fosters growth.
- Qualifications: Experience in financial planning and strong communication skills.
- Other info: Enjoy hybrid working and a supportive team environment.
The predicted salary is between 28500 - 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.
Why Saltus?
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.
We\’re proud that we\’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!
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.
Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.
Today Saltus manages and advises on over £9 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.
What does this role look like?
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 service the 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
What sort of person are you looking for?
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 self-starter, who owns own development journey
Where will I be working?
We are looking for someone to be based out of our Bath office, and offer hybrid working, which includes 2/3 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. 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!
What benefits do I get when working for Saltus?
The salary is between £28,000-£32,000pa 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 400+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do in touch… we’d love to hear from you!
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Planning Support Administrator employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Support Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at Saltus. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Familiarise yourself with Saltus's core values and services. This shows you're genuinely interested and ready to contribute to the team.
✨Tip Number 3
Practice your communication skills. Since you'll be dealing with clients over the phone and online, being clear and confident is key. Try mock interviews or role-playing scenarios with friends.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're keen on joining the Saltus family!
We think you need these skills to ace Planning Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Planning Support Administrator role. Highlight your experience in financial planning and any relevant qualifications like CII or RO. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining Saltus and how you can contribute to our Personal Advice Desk. Keep it engaging and personal – we love a good story!
Show Off Your Customer Service Skills: Since this role is all about placing the customer at the heart of everything, make sure to showcase your customer service experience. Share specific examples of how you've gone above and beyond for clients in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy, and you'll get all the info you need about the role and our company. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Before the interview, make sure you understand Saltus's core values and the services they offer. Familiarise yourself with investment products like ISAs, pensions, and bonds, as well as the role of a Planning Support Administrator. This knowledge will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Customer Service Skills
Since this role is all about placing the customer at the heart of everything, prepare examples from your past experiences where you've provided excellent customer service. Think about how you effectively communicated with clients and built relationships, as these are key aspects of the job.
✨Be a Team Player
Saltus values teamwork, so be ready to discuss how you've contributed positively to team morale in previous roles. Share specific instances where you collaborated with colleagues or supported team projects, highlighting your ability to work well within a group.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the role and the company culture. This shows your enthusiasm and helps you determine if Saltus is the right fit for you. Consider asking about their approach to onboarding new clients or how they support employee development.
