Senior Analyst – Programmatic Advice & Suitability (PAS) Team

London Office | Hybrid Working | Salary up to £45k DOE + excellent benefits

Introduction

We are looking for a bright, enthusiastic individual with business analyst experience to be a senior contributor to the Analysis function within our Programmatic Advice & Suitability (PAS) Team, a team our CEO proudly calls Saltus’ “secret sauce”! This team forms a vital part of our M&A Integration process and specialises in facilitating the vertical integration of acquired firms by running large projects to recommend clients move their investments to our award-winning investment solution.

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 a successful LLP, with a number of offices including London, Whiteley, Farnham, Bath and Newcastle. 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.

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 £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

Saltus is seeking a Senior Analyst to work within our PAS Team based in London, working as a leader and key contributor within our talented analysts who deliver our programmatic advice campaigns. You’ll be joining one of the most dynamic and strategically important teams in the business, supporting our firm’s focus on M&A as we seek to take advantage of unprecedented consolidation in the wealth management industry.

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

• Leading centralised replatforming projects for wealth management businesses we acquire around the UK, including travelling to these firms on a regular basis to build strong relationships with their teams while acting as an ambassador and point of contact for Saltus.
• Line managing other analysts in the team who will be supporting on your projects as well as potentially running their own, mentoring and developing them to support their progression.
• Coordinating and overseeing the daily operations of the Analysis function within the PAS team to ensure we can deliver our projects to a high-standard and on-time.
• Supporting the recruitment and onboarding of new analysts joining the team, ensuring we continue to bring the best talent into the team.
• Contributing to the leadership of the PAS Team and working on strategic initiatives to enhance our productivity, the robustness of our processes and client satisfaction.
• Collaborating with various internal teams to gather, verify, and analyse client data from acquired firms. Ensuring data accuracy and completeness to facilitate informed decision-making and triage of acquired clients into our programmatic replatforming campaigns.
• Modelling `before‘ and `after‘ cost comparisons for transferring clients, using quantitative skills to analyse large, complex data sets and build comprehensive data models.
• Utilising our specialist in-house technology to generate and send high-quality clients reports recommending transfers to the Saltus Platform, always putting yourself in clients’ shoes to ensure they have the best experience possible.
• Supporting advisers on a daily basis with client-related queries and using your energy and expertise to drive forward the campaigns.
• Finding solutions for often complex business problems using problem-solving skills and subject-matter expertise to find the best outcomes.

What sort of person are you looking for?

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

• Ideally a minimum of 2 years’ experience in Financial Services
• A holder of a minimum of a 6 (or B) in Mathematics at GCSE or equivalent
• Demonstrated leadership abilities, including the capacity to mentor and develop team members.
• Experience managing complex projects, with good time management skills and the ability to prioritise tasks and work to multiple deadlines.
• Excellent analytical skills and an ability to maintain a high level of attention to detail when working with large datasets
• A technology native who has applied experience with Microsoft Excel but who is comfortable applying that knowledge to other systems. Some experience of coding will be advantageous
• Someone with intellectual horsepower who is able to understand new concepts and processes quickly and has an innate curiosity for solving business problems
• Someone with a ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
• An excellent communicator who is also down to earth and can work well in a team
• An influencer with the ability to work with business stakeholders at all organisational levels, able to advocate for themselves as well as the team under pressure
• 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 London 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?

You’ll get a salary of between £35,000 – £45,000, dependent on experience, alongside 28 days’ holiday (plus bank holidays), study assistance, 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 200 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!