Planning Support Administrator (St Albans)

Planning Support Administrator (St Albans) St Albans Office Hybrid Working Salary up to £33k DOE + excellent benefits Introduction

We are looking for a high calibre planning support administrator to join our team in St Albans. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.

Key Responsibilities

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 servicing the existing clients.
• Building effective relationships with customers, advisers and paraplanners in your immediate POD.
• Positively contributing to team morale and energy, and being a great team player.
• Communicating to clients effectively through various mediums (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 oriented 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 that 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 his own development journey.

Location & Working Arrangements

Based out of our St Albans office, offering hybrid working with a minimum of three days in the office, the remainder at home. We are flexible about working patterns and can discuss alternative arrangements.

Benefits

Salary between £28,000-£33,000 per annum depending on experience, 25 days holiday plus bank holidays, life assurance, income protection, pension, and a flexible benefits platform. The role is 37.5 hours per week, between 8:30 and 17:30. Working culture supportive and fun, with an award winning workplace environment.