Client Service Coordinator

2 months ago


Fareham, Hampshire, United Kingdom Saltus Partners LLP Full time
About Saltus Partners LLP

We are a leading financial planning firm seeking a highly skilled Client Service Administrator to join our team.

Key Responsibilities
  • Deliver exceptional client service and support to our clients and stakeholders.
  • Develop a deep understanding of our firm's products and services, including ISAs, Pensions, and Bonds.
  • Effectively onboard new clients and provide ongoing support to existing clients.
  • Build strong relationships with customers, advisers, and paraplanners through effective communication and collaboration.
  • Contribute to business projects and initiatives as required.
Essential Attributes
  • Proven experience in a financial planning environment, with a strong focus on client service and support.
  • Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Strong communication and interpersonal skills, with the ability to build effective relationships with clients and stakeholders.
  • Proficiency in using CRM systems and other business software.
What We Offer

We offer a competitive salary of £28,000 - £32,000 depending on experience, alongside a comprehensive benefits package including 28 days' holiday, life assurance, income protection, and a pension.

We are committed to providing a flexible and supportive work environment, with opportunities for professional growth and development.



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