Pensions Associate - Fareham, United Kingdom - Saltus

Saltus

Verified Company

Fareham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you ready to take the reins in delivering exceptional customer service within the realm of financial services? Join our SIPP team as a Pension Associate where you'll play a pivotal role in ensuring smooth operations and seamless interactions with our valued clients.

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 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 provide 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:

The role will report to the Head of Platform Services, and the key areas of the role are as follows:

Effectively carry out processing requests from our customers.

This will be primarily from both our internal financial planning colleagues and our Saltus Partnership external advisers:

Setting up new plans
Setting up contributions
Requesting transfers and tracking progress
Processing withdrawals
Other niche processes (e.g. transfers out, deceased etc.)
Answering both internal and external telephone calls
Support onboarding of new Saltus Partnership firms, providing guidance on systems and processes. Point of contact for external SP firms and recognised person to whom issues are escalated to for resolution.
Active participator in meetings, escalating any issues as appropriate
Train other members of the team
To be an advocate for the Saltus Culture
Helping other teams when needed

Responsibilities:

Always delivering excellent customer service
Put yourself in the customers shoes, suggest and drive forward ways where we can improve
Build excellent relationships with our customers internal and external
Complete work to a high level of accuracy
Effectively selfmanage your work, with mínimal oversight
Take responsibility for the data in our systems to ensure it is accurate and up to date
Actively seek ways to improve quality and efficiency in our working practices and processes
Embed our error/root cause analysis ethos into your daily routine
Own cradle to grave small to medium size initiatives
Support larger projects, including testing
Documenting and enhancing procedures, ensuring the are regularly reviewed
To be a great team player
To take full ownership of your own development and progression

Essential attributes you should possess:

5+ years in a Financial Services environment
SIPP expert, firm understanding of product and regulations
An excellent communicator who is also down to earth and can work well in a team
Super organised and resilient
Curiosity for solving process problems
A 'growth mindset', i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously
The ability to form successful professional relationships both internally and externally

Where will I be working?
We are looking for someone for our Whiteley office, and offer hybrid working, currently

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 £32,000 - £40,000 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