Planning Support Administrator

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

Benefits offered by this job

Life assurance

Income protection

Pension

Flexible benefits platform

25 days holiday

Job summary

Saltus in Farnham is seeking a high-calibre planning support administrator to join our team. The role focuses on delivering excellent client service, onboarding new clients and supporting advisers with CRM systems.

You will be based in Farnham with hybrid working: 3 days in the office and 2 days at home, 37.5 hours per week. Salary between £28,000 and £33,000 per annum, plus 25 days’ holiday, life assurance, income protection and a pension.

Qualifications

• At least 2 years experience in a similar client-facing role.
• Experience with investment products ISAs, GIAs, Pensions, Bonds.
• Experience using CRM systems.

Responsibilities

• Provide an excellent level of service with the customer at the heart of everything you do.
• Onboard new clients and service existing clients.
• Build effective relationships with customers, advisers and paraplanners in your POD.
• Contribute to team morale and energy; be a great team player.
• Communicate to clients effectively via telephone, email, etc.
• Be involved in projects within the business as needed.

Skills

CRM systems

Client facing

Communication skills

Team player

Education

CII or RO part qualified

Job description

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.

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 £10 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.

• At least 2 years experience in a similar role with client facing 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 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: 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 £28,000 - £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. 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 500+ people. We work hard, but we have an awful lot of fun along the way.