Branch Manager (Truro) – Abacus

We are looking for an experienced sales or operations manager to join our Truro office as Branch Manager, supporting our team of self-employed IFAs as well as all staff based from Truro. This is a high profile role which will give you the opportunity to develop strategically and work as part of the senior leadership team within Abacus. 

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 £7.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. 

What does this role look like? 

This position will report directly to the Managing Director of Abacus, and will have the following key responsibilities: 

• Supporting and developing our self-employed IFA team within Truro (currently 22 in total) 

• Running training programmes to help advisers with their CPD and client acquisition 

• Recruiting and developing new IFAs 

• Supporting the Truro Office Manager in order to build and develop the administration team 

• Working with the Paraplanning team to help improve file quality and maximise the time IFAs are able to spend with their client 

• Working with the Compliance team to ensure consistent adherence to our high quality standards 

What sort of person are you looking for? 

• Demonstrate a strong technical knowledge, and understanding of all financial products, plans and product providers  

• Experience as a successful Independent Financial Adviser 

• Level 4 qualified 

• Experience of managing and supervising advisers 

• Desire to learn and continue to develop technical knowledge and understanding 

• Excellent communication skills, both verbally and in writing 

• Exceptional attention to detail 

• Ability to communicate effectively with departments across the business  

• Comfortable with working in a fast-paced environment 

• Strong team player, proactively offering support to the team 

• Strong organisational skills and able to manage a busy workload 

• Strong IT skills 

• Can proactively demonstrate a desire to take responsibility for personal development, being aware of any knowledge gaps and actively working to close these gaps 

• Act as a strong advocate of change 

Where will I be working? 

You will be based from our Truro office, and will need to be there at least 3-4 days each 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 package is up to £100,000 depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance 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 350 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!