Financial Planning Administrator

Saltus; Penarth; Hybrid; GBP 28,000 - 33,000; Full time

Job summary

A leading financial planning and investment management firm seeks a Planning Support Administrator to enhance client service. Applicants should be delivery-oriented and organized, ideally holding CII or RO qualifications. This full-time role offers hybrid working and a competitive salary, promoting a dynamic culture focused on excellence and team spirit.

Benefits

25 days holiday plus bank holidays

Life assurance

Income protection

Pension

Access to flexible benefits platform

Qualifications

• Delivery oriented and well-organized individual with financial planning experience.
• Part qualifications in CII or RO; reflective salary based on experience.
• A willingness to engage in business improvement projects.

Responsibilities

• Provide excellent customer service as a primary responsibility.
• Onboard new clients and service existing clients efficiently.
• Communicate effectively with clients through various mediums.

Skills

Knowledge of investment products

Experience using CRM systems

Team player

Process improvement

Self-starter

Education

CII or RO part qualified

Job description

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Saltus provided pay range

This range is provided by Saltus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Are you an experienced financial planning administrator with a passion for client service? We’re looking for a high calibre Planning Support Administrator to join our award winning team at Saltus - a leading UK-based financial planning and investment management firm.

Why Saltus?

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. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. 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. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

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 service the 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, Pensions, Bonds
• Experience of using CRM systems
• Be a good team player
• Experience of challenging the status quo in respect of processes
• A self-starter, who owns own development journey

Where will I be working?

We are looking for someone to be based out of our Penarth office, and offer hybrid working, which includes 2 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. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!

What benefits do I get when working for Saltus?

The salary is between £28,500-£33,000 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 350+ 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!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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