Job Description

We are looking for a high-calibre administrator to join our team, the ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.

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

What does this role look like?

The key areas of the role are as follows:

Answering and directing calls that come in on the main line in a professional manner

Assisting with Post Sorting duties, ensuring the correct action is taken for each type of post

Managing the Group Mailbox, ensuring emails are effectively managed and forwarded onto the correct location

Assisting with outgoing mail

To assist with various facilities functions, enabling the smooth running of the office

Supporting diary and email management

Assisting with meeting booking

What sort of person are we looking for?

Have a strong desire to do a good job Be personable Have a positive "can do" outlook on life Be well organised Happy to help clients and adviser with queries Manage adviser and client expectations efficiently Be reliable
Experience within a financial planning environment is desirable.

Where will I be working?

We are looking for someone for our Whiteley office between the hours of 09.00 - 17.00, we would like you to be in the 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 22,500 - 25,000 depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 35 hours per week between the hours of 9-5pm. 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 400+ 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 touch... we'd love to hear from you!

Job Type: Full-time

Pay: 22,500.00-25,000.00 per year

Benefits:

Casual dress Company events Company pension Cycle to work scheme Financial planning services Free parking Life insurance On-site parking Referral programme Sick pay
Schedule:

Monday to Friday
Ability to commute/relocate:

Southeast England PO15 7AZ: reliably commute or plan to relocate before starting work (preferred)
Language:

English (preferred)
Location:

Southeast England PO15 7AZ (preferred)
Work Location: In person