Fraud Blocker Client Services Support Administrator | Saltus

May 2024

Client Services Support Administrator

Introduction

We are looking for a high-calibre client services support 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 have a number of offices in the South of England including London, Whiteley and Farnham.

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 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 £4.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

 

Role and responsibilities

The role responsibilities include the following:

  • Answering and directing calls that come in on the main line in a professional manner
  • Assisting with Post Sorting duties, ensuring the correct action is taken for each type of post
  • Managing the Group Mailbox, ensuring emails are effectively managed and forwarded onto the correct location
  • Assisting with outgoing mail
  • To assist with various facilities functions, enabling the smooth running of the office
  • Supporting diary and email management
  • Assisting with meeting booking

 

Essential attributes the successful candidate should possess

The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.

  • Have a strong desire to do a good job
  • Be personable
  • Have a positive “can do” outlook on life
  • Be well organised
  • Happy to help clients and adviser with queries
  • Manage adviser and client expectations efficiently
  • Be reliable

 

Where will I be working?

We are looking for someone for our St Albans office, between the hours of 09.00 – 17.00, we would like you to be in the office at least 3 days a week, 5 days would be preferable.

The successful candidate will report to a Client Services Supervisor.

 

What benefits do I get when working for Saltus?

The salary is £20,000 – £25,000 depending on experience, alongside 28 days’ holiday (plus bank holidays), 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 220 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!

To apply...

...please send your CV to [email protected]