Client-Focused Planning Support Specialist

Saltus Partners LLP; Borehamwood; Hybrid; GBP 28,000 - 33,000; Full time

Benefits offered by this job

25 days’ holiday

Life assurance

Income protection

Pension

Access to flexible benefits platform

Job summary

Saltus Partners LLP, located in Borehamwood, is seeking a Planning Support Administrator. The successful candidate will be pivotal in providing excellent customer service and onboarding new clients. This role suits someone with a financial planning background and requires flexibility in working hours as part of a hybrid model.

With a salary range of £28,000-£33,000, the position also offers 25 days of holiday, life assurance, and a pension. Join our award-winning team dedicated to creating a positive work environment.

Qualifications

• Experience within a financial planning environment.
• Delivery oriented and organized.
• Ability to challenge processes.

Responsibilities

• Provide excellent customer service.
• Onboard new clients and service existing ones.
• Communicate effectively with clients through various mediums.
• Contribute positively to team morale.

Skills

Knowledge of investment products ISAs, Pensions, Bonds

Experience of using CRM systems

Good team player

Self-starter

Delivery oriented

Well organized

Education

CII or RO part qualified

Job description

Saltus Partners LLP, located in Borehamwood, is seeking a Planning Support Administrator. The successful candidate will be pivotal in providing excellent customer service and onboarding new clients. This role suits someone with a financial planning background and requires flexibility in working hours as part of a hybrid model.

With a salary range of £28,000-£33,000, the position also offers 25 days of holiday, life assurance, and a pension. Join our award-winning team dedicated to creating a positive work environment.