Planning Support Administrator

Planning Support Administrator (Whiteley or Bournemouth)

The role will report to the Advice Delivery Manager, and the key responsibilities include:

• Always put the customer at the heart of everything you do, providing an excellent level of service.
• 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 team morale and be a great team player.
• Communicate to clients effectively through various mediums (e.g., telephone, email).
• Willing to get involved in projects within the business, which may occur from time to time.

Qualifications

• CII or RO part-qualified.
• Knowledge of investment products: ISAs, Pensions, Bonds.
• Experience using CRM systems.
• Experience challenging the status‑quo in processes.
• A self‑starter who owns own development journey.

Working Conditions

• Based out of our London office, offering hybrid working: 3 days in the office, rest at home.
• Flexible working pattern and open to slightly different arrangements.
• Role is 37.5 hours per week between 8:30-17:30.

Salary and Benefits

The salary ranges from £28,000 to £33,000 pa, depending on experience.

Benefits include 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform.

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