Introduction
We are looking for a high-calibre client services administrator to join our team. 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?
The role will report to a Client Services Supervisor, and the key areas of the role are as follows:
1. To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
2. Learning about Saltus Core Values and products/services.
3. Effectively and efficiently onboarding new clients and servicing existing clients.
4. Building effective relationships with customers, advisers, and paraplanners in your immediate POD.
5. Positively contribute to the team morale and energy; be a great team player.
6. Communicating to clients effectively through various mediums (e.g. telephone, email, etc.).
7. 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 strong passion for delivering excellent customer service.
* A self-starter, who owns their development journey.
Where will I be working?
We are looking for someone for our Whiteley office and offer hybrid working, which includes 2 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work.
What benefits do I get when working for Saltus?
The salary is between £28,000 - £32,000 depending on experience, alongside 28 days’ holiday (plus bank holidays), life assurance, income protection, and a pension, alongside access to our flexible benefits platform.
Job Types: Full-time, Permanent
Pay: £28,000.00-£32,000.00 per year
Additional pay:
* Bonus scheme
Benefits:
* Bereavement leave
* Company events
* Company pension
* Cycle to work scheme
* Employee discount
* Financial planning services
* Life insurance
* Paid volunteer time
* Private medical insurance
* Sick pay
* Work from home
Schedule:
* Monday to Friday
* No weekends
Work authorisation:
* United Kingdom (required)
Work Location: Hybrid remote in Fareham
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