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Hybrid Planning Support Administrator - Financial Services

Posted 1 hour 13 minutes ago by Saltus Partners LLP

Permanent
Full Time
Other
Dorset, Bournemouth, United Kingdom, BH1 1
Job Description

Saltus Partners LLP in the United Kingdom is seeking a Planning Support Administrator for Whiteley or Bournemouth to join our team and deliver high-quality client service. The successful candidate will be delivery-oriented, well organized, and comfortable working in a financial planning environment.

The role reports to the Advice Delivery Manager and involves onboarding new clients, servicing existing ones, building strong relationships with clients, advisers and paraplanners, and contributing

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