Hybrid Planning Support Specialist – Financial Services

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

Benefits offered by this job

25 days' holiday

Life assurance

Income protection

Pension

Flexible benefits platform

Job summary

A financial planning firm in Farnham is seeking a planning support administrator. This full-time role offers hybrid working, with 3 days in the office. Responsibilities include providing top-notch client service, onboarding new clients, and building relationships. The ideal candidate has strong communication skills, experience in financial services, and is CII or RO part qualified. The salary ranges from £28,000 to £33,000, complemented by a robust benefits package including 25 days holiday and pension, making it a rewarding opportunity.

Qualifications

• Experience in a financial planning environment is essential.
• Candidate must be detail-oriented and well-organized.
• Experience with CRM systems is preferred.

Responsibilities

• Provide excellent service to clients.
• Onboard new clients efficiently.
• Build relationships with customers and colleagues.
• Communicate effectively through various methods.
• Contribute positively to team morale.

Skills

Communication skills

Knowledge of investment products

Experience using CRM systems

Organizational skills

Team player

Education

CII or RO part qualified

Job description

A financial planning firm in Farnham is seeking a planning support administrator. This full-time role offers hybrid working, with 3 days in the office. Responsibilities include providing top-notch client service, onboarding new clients, and building relationships. The ideal candidate has strong communication skills, experience in financial services, and is CII or RO part qualified. The salary ranges from £28,000 to £33,000, complemented by a robust benefits package including 25 days holiday and pension, making it a rewarding opportunity.