At a Glance
- Tasks: Support planning processes and deliver excellent customer service in a dynamic team.
- Company: Join Saltus, an award-winning financial planning firm with a vibrant culture.
- Benefits: Competitive salary, 25 days holiday, life assurance, and flexible working options.
- Other info: Enjoy a hybrid working model and opportunities for personal growth.
- 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 in St Albans. 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 St Albans office, and offer hybrid working, which includes 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. 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 get in touch… we’d love to hear from you!
Planning Support Administrator in St Albans employer: Saltus
Saltus is an exceptional employer located in St Albans, offering a vibrant work culture that prioritises employee growth and satisfaction. With a commitment to flexible working arrangements, competitive salaries, and a range of benefits including 25 days of holiday and life assurance, Saltus fosters an environment where employees can thrive both personally and professionally. Join our award-winning team and experience a workplace that values excellence, fun, and meaningful contributions to the financial planning industry.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Support Administrator in St Albans
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Saltus on LinkedIn. Ask them about their experiences and any tips they might have for landing the Planning Support Administrator role. Personal connections can give you an edge!
✨Tip Number 2
Prepare for the interview by knowing your stuff! Familiarise yourself with Saltus's core values and services. Show that you’re not just another candidate, but someone who genuinely understands and aligns with their mission.
✨Tip Number 3
Practice your communication skills! Since this role is all about customer service, be ready to demonstrate how you handle client interactions. Role-play common scenarios with a friend to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Saltus team. Let’s get you that job!
We think you need these skills to ace Planning Support Administrator in St Albans
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Planning Support Administrator role. Highlight your communication skills and any relevant experience in financial planning to show us you’re the perfect fit!
Show Your Passion:Let your enthusiasm for customer service shine through in your application. We want to see how you can contribute to our mission of improving relationships with wealth, so share any experiences that demonstrate your commitment to excellent service.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and structure your thoughts well, as this reflects your organisational skills – 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 don’t miss out on any important updates about the role!
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 financial products like ISAs, Pensions, and Bonds. This will show that you're genuinely interested in the role and ready to contribute from day one.
✨Showcase Your Communication Skills
Since the role requires top-notch communication skills, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or team members in the past. This will help demonstrate your ability to connect with others, which is crucial for this position.
✨Be a Team Player
Saltus values teamwork, so be ready to discuss how you've positively contributed to team morale in previous roles. Think of specific instances where you collaborated with others to achieve a common goal, as this will highlight your ability to fit into their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, or future projects. This not only shows your enthusiasm for the role but also helps you gauge if Saltus is the right fit for you. Remember, interviews are a two-way street!
