Overview

Join to apply for the

Planning Support Administrator

role at

Saltus .Base pay

We are looking for a high-calibre planning support administrator to join the Personal Advice Desk (PAD). This role has a base pay range of £28,500 - £33,000 per annum, depending on experience. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.What does this role look like?

The Personal Advice Desk is responsible for running our Saltus Select Propositions which services our smaller clients, typically those

Always place the customer at the heart of everything you do and provide an excellent level of serviceLearn about Saltus Core Values and products/servicesEffectively and efficiently onboarding new clients and servicing existing clientsBuild effective relationships with customers, advisers and paraplanners in your PODContribute positively to team morale and be a great team playerCommunicate with clients effectively through various mediums (telephone, email, etc.)Be willing to get involved in projects within the business as neededWhat sort of person are you looking for?

The successful candidate will be delivery-orientated and well organised, with experience in 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 systemsBe a good team playerExperience of challenging the status quo in respect of processesA self-starter who owns their own development journeyWhere will I be working?

We are looking for someone to be based out of our Bath, Bournemouth or Whiteley office, and offer hybrid working, which includes 2 days in the office and the remainder at home. We’re flexible about when and how you work and welcome different working patterns.What benefits do I get when working for Saltus?

The salary is between £28,500 - £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 8:30am-5:30pm. Saltus strives to create a fantastic place to work for our 400+ people.Seniority level

AssociateEmployment type

Full-timeJob function

Administrative

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