Relationship Manager

Introduction

We are looking for a Relationship Manager to join the Personal Advice Desk (PAD). The ideal candidate must have excellent telephone communication skills and be able to troubleshoot and process work in a timely and efficient manner, co-ordinating client requirements with advisers and client support.

PAD is a dedicated team within Saltus Financial Planning, responsible for delivering our Select proposition – a fully operational, remote advice service tailored to clients with investable assets typically under £250,000. These clients are comfortable with a non-face-to-face advice model, which is delivered through telephone and video meetings.

PAD is structured around two core functions: Relationship Management and Advice. Relationship Managers maintain ongoing relationships with Select clients, acting as their primary point of contact and conducting annual reviews. Where advice needs arise from these interactions, they are referred to the Advice team. This team is primarily made up of trainee advisers, and PAD serves as a development platform for them to complete their Stage 1 and Stage 2 Competent Adviser Status (CAS) assessments. Once qualified, advisers may continue within PAD or transition to the Premier team, managing their own client bank as required by business demand.

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 £12 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role? 

• You will be completing client updates for Annual Reviews, which form a key part of the contractual agreement with our clients.
• You will be dealing with incoming and outgoing calls, supporting the advisers by contacting existing clients to offer a financial review, updating information to confirm the suitability of their existing plans under management on an ongoing basis.
• Management of a bank of existing clients.
• Reviewing the clients existing file to understand their situation in preparation for the Annual Review. Typically, these reviews will be over the phone.
• If the client has any additional needs or their circumstances have changed, they will be referred on to a qualified adviser to address.
• Managing the delivery of outstanding tasks with the adviser /support.
• Updating of internal client information systems and records.
• Preparation of Post Review pack and confirmation paperwork.

What sort of person are we looking for?

• Excellent people and communications skills, particularly telephone based.
• Excellent customer service skills
• Excellent time and account management
• Strong team working ethos
• Pro-activity and using own initiative
• Ensure a high degree of accuracy
• Client focussed
• Confident and self-motivated
• Detailed planning skills
• Flexible positive attitude
• Passionate about delivering a best-in-class client experience.
• Attention to detail to highlight irregularities, and the ability to problem solve on the go to come up with solutions.
• Place clients’ needs and best interests at the heart of every interaction, ensuring compliance with Consumer Duty obligations and relevant regulatory standards.
• Experience using CRM systems and adhering to established processes and procedures.
• Maintain a professional standard of personal appearance
• Strong organisational, time management and diary management skills, with the ability to prioritise workloads effectively.
• Confident and professional telephone manner, with experience of communicating with clients and building positive relationships.
• An interest in Financial Services, with knowledge of financial products and services being advantageous but not essential.
• Proficient in Microsoft Office applications, including Outlook, Word, Excel and PowerPoint.
• Comfortable learning and working with a variety of IT systems and software packages.
• Strong attention to detail and the ability to maintain accurate records and client information.
• Able to work independently while contributing effectively as part of a team.

Where will I be working?

We are looking for someone to be based out of our Bath office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. 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 between £28,000 – £34,000 depending on experience, alongside 25 days’ holiday (plus bank holidays), study support, life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week to be worked 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 500+ 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!

Interested?

If this opportunity aligns with your goals, we’d be delighted to hear from you. Whether you’re ready to apply, have questions, or simply want to find out more, feel free to get in touch with our recruitment team at [email protected].