Saltus, a privately owned financial planning and discretionary investment management house, is hiring a Planning Support Administrator to join our London-based team (hybrid: 3 days in office, 2 at home).
You will support client onboarding, maintain CRM records, and liaise with advisers and paraplanners. The role emphasizes excellent communication, organizational skills, and a proactive approach to projects.
Salary £28,000–£33,000pa plus benefits, 37.5 hours per week, and a supportive culture.
#J-18808-LjbffrPlanning Support & Client Onboarding Specialist 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.
