Replatforming Associate (Administration)

We are looking for a high-calibre administrator to join our dynamic Replatforming team at Saltus, a team our CEO proudly calls our “secret sauce”! We are looking for an enthusiastic, confident person with good attention to detail who can integrate into our tight knit team and own their work.

You will be responsible for delivering your own projects, working alongside our business analysts and colleagues across the company to deliver a smooth transition for clients and advisers transferring to our in-house platform.

Saltus offers a supportive environment where your contributions are valued, and your professional growth is encouraged.

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.

Can you tell me more about the role?

Saltus is seeking an administration associate to work within our Replatforming Team based in Whiteley or Bournemouth, with a special focus on owning the administration of centralised client transfers from ceding schemes to the Saltus Platform. You’ll be joining one of the most strategically important teams in the business, supporting our firm’s focus on M&A as we seek to deliver the best service to our clients while taking advantage of the unprecedented consolidation in the wealth management industry.

You’ll have a wide range of responsibilities, including the following:

• Owning the implementation journey for clients transferring to the Saltus Platform with a focus on getting the best outcomes for our clients
• Travelling to newly acquired firms around the UK to support rapid turnaround for onboarding clients to the Saltus Platform
• Leading update meetings and providing effective support to advisers
• Ensuring the continuity of client income payments and contributions during the transfer period as well as being proactive in avoiding poor experiences for clients
• Supporting the Saltus Transfers team with the management of client transfers
• Liaising with internal stakeholders and suppliers to ensure processes run smoothly
• Communicate with ceding schemes to obtain transfer updates
• Monitoring inboxes and dealing with queries
• Work with and maintain CRM systems to improve efficiency within the team

What skills and experience do I need to have?

We think that the best candidate for this role will have:

• Financial Services background, IFA experience desirable or a recent graduate with an interest in the industry.
• Good analytical skills, able to work with Excel to process work more efficiently and produce summaries/insights for colleagues
• Excellent communication skills, can work well within a team and independently
• Intellectual horsepower and curiosity for solving business problems
• A ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
• Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously
• The ability to form successful professional relationships both internally and externally

Where will I be working?

We’re incredibly flexible about where, 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. Ideally, you’d be able to be based out of our Whiteley or Bournemouth office for two or three days each week, working the remainder of the week from home. Alternatively, you might work part of your working week from one of our other offices. 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 £25,000 to £35,000 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 37.5 hours per week between the hours of 8.30-5.30pm. 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. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!