Client Services Administrator - Bath or Bristol office Bath, England
Job description
We are looking for a high-calibre client services 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 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.
- Communicating to clients effectively through various mediums (e.g. telephone, email etc).
- Upholding Saltus Core Values and products/services.
Essential attributes the successful candidate should possess
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is working towards their Level 4 CII Diploma (in either Regulated Financial Planning or Financial Planning), with a salary which reflects this experience.
- 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 our Bath or Bristol office, 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 touch… we’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 Bath, BA1 2LL
