Planning Support Administrator (Whiteley or Bournemouth)

Planning Support Administrator (Whiteley or Bournemouth)

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.

Responsibilities

• Always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
• Learn about Saltus Core Values and products/services.
• Effectively and efficiently onboard new clients and service existing clients.
• Build effective relationships with customers, advisers and paraplanners in your immediate POD.
• Positively contribute to the team morale and energy, be a great team player.
• Communicate to clients effectively through various mediums such as telephone and email.
• Willing to get involved in projects within the business when they occur.

Qualifications

• Delivery oriented and well organised, with experience within a financial planning environment.
• Possession of CII or RO part qualification.
• Knowledge of investment products such as ISAs, pensions, bonds.
• Experience using CRM systems.
• Strong team player skills.
• Self starter who owns their development journey.
• Experience challenging the status quo in respect of processes.

Location & Working Hours

Based out of our Whiteley or Bournemouth office, offering hybrid working with 3 days in the office and the remainder at home.

Role requires 37.5 hours per week, between 8.30-5.30pm.

Benefits

Salary between £28,000-£33,000 per annum depending on experience. 25 days holiday plus bank holidays, life assurance, income protection, pension, and access to our flexible benefits platform.