Client-Centric Planning Support Administrator | Hybrid Bath

Saltus Partners LLP; Bath; Hybrid; GBP 28,000 - GBP 33,000; Full time

Job summary

A financial planning firm based in Bath is looking for a planning support administrator to join their team. The ideal candidate will possess excellent communication skills and experience in a financial planning environment. This role involves client onboarding, relationship building, and participation in team projects. With a hybrid work model, employees enjoy flexibility, a competitive salary ranging from £28,000 to £33,000, 25 days of holiday, and various benefits. Join this dynamic team and contribute to a fulfilling work environment.

Benefits

25 days' holiday

Life assurance

Income protection

Pension

Flexible benefits platform

Qualifications

• Delivery orientated and well organized individual with experience in financial planning.
• Ability to communicate effectively through various mediums.
• Experience challenging processes and eager for personal development.

Responsibilities

• Provide excellent customer service as a primary responsibility.
• Onboard new clients and service existing clients efficiently.
• Build effective relationships with customers and team members.
• Participate in business projects as needed.

Skills

Communication skills

Knowledge of investment products

Experience using CRM systems

Team player

Self-starter

Education

CII or RO part qualified

Job description

A financial planning firm based in Bath is looking for a planning support administrator to join their team. The ideal candidate will possess excellent communication skills and experience in a financial planning environment. This role involves client onboarding, relationship building, and participation in team projects. With a hybrid work model, employees enjoy flexibility, a competitive salary ranging from £28,000 to £33,000, 25 days of holiday, and various benefits. Join this dynamic team and contribute to a fulfilling work environment.