Client Services Coordinator

2 weeks ago


Fareham, Hampshire, United Kingdom Saltus Partners LLP Full time

We are seeking a highly skilled client services professional to provide exceptional support to our clients. The successful candidate will be responsible for delivering a high level of service, learning about our core values and products, and effectively onboarding new clients and servicing existing ones.

Key Responsibilities
  • Providing exceptional client service and support
  • Learning about Saltus Core Values and products
  • Onboarding new clients and servicing existing ones
  • Building effective relationships with customers, advisers, and paraplanners
  • Communicating with clients through various mediums
Essential Attributes

The successful candidate will be a delivery-oriented and well-organized individual with experience in a financial planning environment. They will have a strong understanding of ISAs, Pensions, and Bonds, and be proficient in using CRM systems.

We offer a competitive salary of £28,000 - £32,000 depending on experience, alongside 28 days' holiday, life assurance, income protection, and a pension. We also offer access to our flexible benefits platform and hybrid working arrangements, including 2 days in the office and 3 days at home.



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