Financial Planning Administrator

**Introduction**

**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 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. Join our award-winning team and be a part of our continued success

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 £7.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

**What does this role look like?**
- To always have the customer at the heart of everything you do. 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
- Positively contribute to the team morale and energy, be a great team player
- Willing to get involved in projects within the business, which may occur from time to time

**What sort of person are you looking for?**
- Knowledge of investment products ISAs, Pensions, Bonds
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey

**Relevant experience, skills & knowledge**:

- Minimum 3 years’ experience working in the Financial Services sector, in an Administrator role.
- Experience of Financial Services back-office systems.
- Computer literacy with knowledge of word and outlook.
- Ability to provide high quality work, spotting and rectifying errors to layout, format, spelling and grammar as appropriate.
- Good planning, organisation and time management.
- Able to demonstrate problem solving skills.
- A positive can-do attitude and a strong desire to deliver high quality results.
- Able to use good judgement and initiative.
- Able to demonstrate reliability, discretion, confidentiality and flexibility.
- Proven experience in working as part of a team.

**Where will I be working?**

We are looking for someone to be based out of our Truro office 5 days a week. 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 up to £28,000 depending on experience working 35 hours per week, alongside 25 days’ holiday (plus bank holidays), life assurance 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 300+ 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

Pay: £24,000.00-£28,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- Life insurance
- Sick pay

Schedule:

- Monday to Friday

Application question(s):

- Do you have Administration experience in Financial Services?

Work Location: In person