Client Services Support Administrator – Temporary (12 months Maternity Cover)

Introduction

We are looking for a high-calibre client services support administrator to join our team, which will be on a temporary basis to cover 12 months maternity leave. 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 £7.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

The role will report to a Client Services supervisor, and 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 St Albans office between the hours of 09.00 – 17.00, we would like you to be in the office at least 3 days a week, 5 days would be preferable. 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 £20,000 – £25,000 depending on experience, alongside generous 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 300+ 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!