Client Services M&a Administrator - Fareham, United Kingdom - Saltus

Saltus

Verified Company

Fareham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Introduction

We are looking for a high-calibre administrator to join a team which is increasingly becoming Saltus' "secret sauce" (in the words of our CEO).

We are looking for someone who will not just come in and keep grinding through the same inefficient processes day-by-day but will really own their work and help us improve how we do things.

This role is not just pencil-pushing admin work, but an opportunity to really add value, and, if you are interested, can be a gateway to building a dynamic and exciting career within Saltus Operations

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 a successful LLP, with 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 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 and is headquartered in Fareham, Hampshire.

Can you tell me more about the role?

Saltus is seeking a Client Services Administrator to work within our Migrations Team based in Whiteley, with a special focus on owning the administration of bulk client migrations from ceding schemes to the Saltus Platform.

You'll be joining one of the most dynamic and strategically important teams in the business, supporting our firm's focus on M&A as we seek to take advantage of unprecedented consolidation in the wealth management industry.

You'll have a wide range of responsibilities, including the following:

Owning the implementation journey for clients transferring to the Saltus Platform with a focus on getting the best outcomes for our clients and effective support for advisers
Implementing and ensuring the continuity of client income payments and contributions as well as being proactive in avoiding poor experiences for clients.
Supporting the Transfers team with the management of client transfers
Liaising with internal stakeholders and suppliers to ensure processes run smoothly
Monitoring inboxes and dealing with queries
Work with and maintain CRM systems to improve efficiency within the team

What skills and experience do I need to have?

Minimum of 12 years' experience in Financial Services
Good analytical skills, able to work with Excel to process work more efficiently and produce summaries/insights for colleagues
Excellent communication skills and can work well in a team
Intellectual horsepower and curiosity for solving business 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're incredibly flexible about where, 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.

Ideally, you'd be able to be based out of our Whiteley office for two or three days each week, working the remainder of the week from home.

Alternatively, you might work part of your working week from one of our other offices. 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?

Salary £25,000 - £30,000, dependent on experience, alongside 28 days' holiday (plus bank holidays), study assistance, 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