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...