At a Glance
- Tasks: Support planning processes and deliver excellent customer service in a dynamic team environment.
- 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: Flexible working patterns available; we value your development and well-being.
- Why this job: Be part of a mission to improve relationships with wealth while having fun at work.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 28000 - 32000 € 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.
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 own development journey.
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.
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.
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 employer: Saltus
Saltus is an exceptional employer that prioritises employee satisfaction and growth, offering a vibrant work culture where team members can thrive both personally and professionally. With a commitment to flexible working arrangements and a strong focus on customer service excellence, employees enjoy a supportive environment that has earned accolades as one of the Best Places to Work. Located in Bath, the company provides competitive salaries, generous holiday allowances, and a range of benefits, making it an attractive choice for those seeking meaningful and rewarding employment.
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 financial planning industry, especially those at Saltus. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by knowing Saltus inside out. Familiarise yourself with their core values and services. This shows you’re genuinely interested and ready to contribute to their mission of improving relationships with wealth.
✨Tip Number 3
Show off your communication skills! During interviews, be clear and concise. Use examples from your past experiences to demonstrate how you’ve effectively communicated with clients or resolved issues.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Planning Support Administrator
Some tips for your application 🫡
Show Your Communication Skills:Since we're all about top-notch communication, make sure your application reflects this. Use clear and concise language, and don’t shy away from showcasing your ability to connect with others—whether it’s through your cover letter or CV.
Tailor Your Application:We want to see how you fit into our culture and values. Take the time to tailor your application to highlight your experience in financial planning and customer service. Show us why you’re the perfect match for Saltus!
Be Organised and Efficient:As a Planning Support Administrator, being organised is key. Make sure your application is well-structured and free of errors. A tidy application reflects your ability to process work efficiently—something we value highly at Saltus.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our award-winning 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 approach to financial planning and investment management. This will not only show your interest but also help you answer questions more effectively.
✨Showcase Your Communication Skills
Since the role requires top-notch communication skills, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated with clients or team members in the past, especially in challenging situations.
✨Demonstrate Team Spirit
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 others to achieve a common goal or improved team dynamics.
✨Be Ready to Discuss Customer Service
As customer service is at the heart of this role, prepare to talk about your experiences in delivering excellent service. Think of examples where you went above and beyond for a client or resolved a tricky issue efficiently.
