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Client Services Administrator

2 weeks ago

Fareham, United Kingdom Saltus Full time

**Why Saltus**

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of offices in the South of England including London, Whiteley, and Farnham.

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.

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 £3 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

**Role & Responsibilities**

The role responsibilities include the following:

- Collate information from providers and present in a format the Paraplanner/Adviser can work from.
- Effectively and efficiently onboarding new clients and service the existing clients.
- Building effective relationships with customers, advisers and paraplanners in your immediate POD.
- Get involved in projects within the business, which may occur from time to time.
- Positively contribute to the team morale and energy, be a great team player.
- Upholding Saltus Core Values and products/services.
- Appropriate product knowledge (ISAs, GIAs, Pensions, Bonds and Protection).
- Experience of using CRM systems.
- At least 2 years’ experience in financial services.
- A strong passion for delivering excellent customer service.
- A self-starter, who owns own development journey.
- Be a good team player.
- Experience of challenging the status quo in respect of processes.

**Where will I be working?**

We are looking for someone for both our Whiteley and Bournemouth office's, and offer hybrid working, which includes 2 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it

**What benefits do i get when working for Saltus?**

The salary is £28,000 - £32,000 depending on experience, alongside 28 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 200 people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touchwe’d love to hear from you

**Job Types**: Full-time, Permanent

**Salary**: £28,000.00-£32,000.00 per year

**Benefits**:

- Bereavement leave
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Financial planning services
- Life insurance
- Paid volunteer time
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Fareham