Transfers Services Administrator

Introduction

We are looking for high-calibre Transfer 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 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?

• Responsible for processing all types of transfers to a high standard.
• Carry out vigorous checks of all the transfer documentation to ensure that the transfer can be processed efficiently without error or delay
• Communicate with counterparties, pension providers, fund managers, registrars, and custodians to expedite the client assets to and from the business
• Track and report on transfers in flight and ensure adherence to Service Level agreements
• Ensure transfer ISA history and book costs have been recorded onto the system
• Liaising with internal departments to follow up and update on progress of transfer
• Effectively managing email service, in a customer focussed manner
• Answering both internal and external telephone calls
• Active participator in meetings
• Train other members of the team
• To be an advocate for the Saltus Culture
• Helping other teams when needed

What sort of person are you looking for?

• Always delivering excellent customer service
• Put yourself in the customers shoes, suggest and drive forward ways where we can improve
• Build excellent relationships with our customers – internal and external
• Complete work to a high level of accuracy
• Effectively self-manage your work, with minimal oversight
• Take responsibility for the data in our systems to ensure it is accurate and up to date
• Actively seek ways to improve quality and efficiency in our working practices and processes
• Embed our error/root cause analysis ethos into your daily routine
• Make full use of team procedures, highlighting any improvements to the owner
• To be a great team player
• To take full ownership of your own development and progression

Relevant experience, skills & knowledge:

• 2+ years in a Financial Services environment
• An excellent communicator who is also down to earth and can work well in a team
• Super organised and resilient
• Curiosity for solving process problems
• A ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
• A technology native who has applied experience with Microsoft Excel, but who is comfortable applying that knowledge to other systems.
• 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?

This role is on a hybrid basis, based at our Whiteley office. We are incredibly flexible about where, when, and how you work: we do not want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they are looking for. We are passionate about championing flexible working for our people, so if there is a slightly different working pattern that you are looking for, then please come and have a chat with us about it.

What benefits do I get when working for Saltus?

The salary is £28,000-£32,000 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 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!