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.
Why Saltus?
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.
Role and Responsibilities
The role responsibilities include the following:
* 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 contribute to team morale and energy; be 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.
Essential Attributes
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 which 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 development journey.
Where Will I Be Working?
We are looking for someone for our Whiteley or Bournemouth office, and offer hybrid working, which includes 2 days in the office, with the remainder at home.
What Benefits Do I Get When Working for Saltus?
The salary is £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.
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