Planning Support Administrator

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.

What does this role look like?

• 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 existing clients.
• Building effective relationships with customers, advisers and paraplanners in your immediate POD.
• Positively contributing to the team morale and energy, being 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 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 their own development journey.

Where will I be working?

We are looking for someone to be based out of our St Albans office, offering hybrid working which includes a minimum of 3 days in the office, with the remainder at home. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, please come and have a chat with us about it.

What benefits do I get when working for Saltus?

The salary is between £28,000-£32,000pa 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.

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