Revenue Accountant

Introduction

Saltus has grown at around 40% per annum throughout its life, and today manages over £11bn in client assets – with plans to reach £20bn over the next three years. To support that growth, we’re expanding our Finance team and looking for a well-organised, proactive, and detail-focused individual to play a key role in the revenue function. If you have a strong eye for detail, solid finance principles, and you’re looking to develop your skills in a fast-moving, supportive environment, we’d love to hear from you.

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 across England including London, Bath, Newcastle and South Wales.  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.

The Role and Responsibilities

The Revenue Accountant will:

• Assist with income reconciliation of Off-Platform financial planning income
• Complete the monthly On-Platform billing process
• Assist with processing fee correction and backbill requests and calculations
• Deal with general fee queries from stakeholders across the business
• Work alongside the Finance Manager to build new processes and complete revenue projects
• Post revenue related journals into accounting system
• Balance sheet reconciliations
• Utilise data to find opportunities to improve revenue information and collect uncollected fees

Person specification

Essential

• Degree educated and/or holds, or is part way through, a relevant accountancy qualification, with a minimum of AAT Level 4 (or equivalent). Candidates currently studying towards ACA, ACCA or CIMA are encouraged to apply
• Proficient in the use of Microsoft Excel, with experience in handling and analysing large datasets
• Familiar with balance sheet reconciliations
• High level of attention to detail and commitment to data accuracy and quality
• Strong organisational skills, with the ability to manage multiple tasks and follow up persistently with third parties or stakeholders
• Confident communicator across all mediums – whether by phone, email, or in person – and able to convey information clearly and professionally
• A proactive, can-do attitude, with a willingness to take on challenges and find solutions using initiative

Desirable

• Proficiency with financial software systems, such as Microsoft Dynamics Business Central or Curo
• Experience in financial services, wealth management, or a similar industry
• Strong problem-solving skills, with a proactive approach to identifying and resolving discrepancies in data

Where will I be working?

We are looking for someone for our Whiteley office, and offer hybrid working, currently 3 days in the office, with the remainder at home.

What benefits do I get when working for Saltus?

The salary is between £32,000-£40,000pa 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 8.30-5pm.

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.