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- 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: Enjoy a competitive salary, 25 days holiday, and flexible working options.
- Other info: Be part of a fun, supportive environment that champions personal development.
- Why this job: Make a positive impact on clients' financial journeys while growing your career.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 28000 - 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.
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.
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.
What does this role look like?
- The role will report to the Advice Delivery Manager.
- 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.
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, GIAs, 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.
Where will I be working?
We are looking for someone to be based out of our Farnham 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.
What benefits do I get when working for Saltus?
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.
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 Surrey employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Support Administrator in Surrey
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those already at Saltus. A friendly chat can open doors and give you insider info about the company culture and what they really value in candidates.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Saltus’s core values and services. Show them you’re not just another applicant; you’re genuinely interested in how you can contribute to their mission of improving relationships with wealth.
✨Tip Number 3
Practice your communication skills! Since the role requires top-notch communication, consider doing mock interviews with friends or family. Get comfortable explaining your experience and how it aligns with delivering excellent customer service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our award-winning team at Saltus. We can’t wait to hear from you!
We think you need these skills to ace Planning Support Administrator in Surrey
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A touch of humour or a personal story can make your application stand out.
Tailor Your Application: Make sure to tailor your application to the role of Planning Support Administrator. Highlight your relevant experience and skills, especially in customer service and financial planning. We love seeing how you connect your background to what we do!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate when candidates communicate effectively, just like we do with our clients!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures it gets into the right hands. Plus, it shows you’re keen on joining our team at Saltus!
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.
✨Show Off Your Communication Skills
Since this role requires top-notch communication, 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 build relationships, which is key 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 on projects or supported colleagues, as this will highlight your fit within their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, or upcoming projects. This not only shows your enthusiasm but also helps you gauge if Saltus is the right fit for you. Remember, interviews are a two-way street!