Senior Planning Officer

3 days ago


Borehamwood Hertfordshire, United Kingdom Saltus Full time

We are looking for a high-calibre planning support administrator to join our team for a fixed term period of 9 months. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.

Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £9 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

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 service the existing clients
Building effective relationships with customers, advisers and paraplanners in your immediate POD
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

The successful candidate will be delivery orientated and a well organised individual, with 3 years experience within a financial planning environment. Knowledge of investment products ISAs, Pensions, Bonds
Experience of using CRM systems
A strong passion for delivering excellent customer service
We are looking for someone to be based out of our Borehamwood office.

The salary is between £28,000-£32,000pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform and plenty of parking



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