Finance Associate

We are looking for a well organised, proactive and focused individual to join our growing Finance team, playing a key role in supporting the finance team in day-to-day accounting tasks, including data entry, invoice processing, reconciliation, and other administrative duties. This role is ideal for someone with basic accounting knowledge and excellent organisational skills, who is looking to work in an environment which supports continuous professional development. Ideally the candidate will look to study towards a professional qualification in finance / accounting (ACA, ACCA or similar).

Why choose 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, privately owned, 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.

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 an independently 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 £5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What will I be doing?

The Finance Associate will:

• Support in the preparation of management accounts – including ownership of specified control account reconciliations
• Oversee the purchase ledger including maintaining purchase workflow from ordering to invoicing to approval, processing, general ledger entry and payment
• Support the business treasury function including monitoring and posting of detailed bank transactions on day-to-day basis, assisting with wider cashflow strategy and placement of funds in deposit accounts
• Monitor business expenditure and track and report any variances to budget
• Raise various sales invoices and reconcile fees taken in Curo, our business CRM system
• Undertake ad hoc reporting and analysis tasks

Who are you looking for?

Essential

• AAT Level 4
• Minimum 2:1 degree with a numerical background (STEM/ Statistics)
• Proficient in the use of Microsoft Excel
• High level of attention to detail and a commitment to quality
• Be able to work as part of a team and work from the Whiteley office when required

Desirable

• A or A* Mathematics A-Level
• Experience in working in a financial function with knowledge of accounts payable and bank reconciliations
• Experience with Microsoft Dynamics Business Central
• Excellent Excel and analytical skills. Able to work with and analyse large datasets
• Knowledge and use of the Microsoft Power Platform, in particular Power Query
• Financial services or wealth management industry experience

Where will I be working?

We are looking for someone to work from our Whiteley 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 £26,000 – £29,000 depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. Relevant exam support after the successful completion of a probationary period.

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 250 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.