Job Description
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.
- Exp...