Data Gathering Administrator

Introduction

We are looking for a high-calibre 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.

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 £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

The role will report to a Head of Platform Services, and the key areas of the role are as follows:

• Populating LOAs and adding client signatures, where the FPA has been signed
• Sending LOAs to providers in the most efficient manner
• Chasing receipt of LOAs and the plan information required to conduct analysis
• Complete LOA checklists (preferably from telephone calls, with paper confirmation to follow)
• Communicating with PPs on further information required
• Updating plan information on Curo and ensuring the relevant information is added to the files
• Updating Curo, advisers and client services team members on the status of an LOA
• Take ownership for process documentation and process enhancements
• Respond effectively to any queries on cases in your queue
• Effective testing of IT developments/projects, actively providing input/putting ideas forward for tech improvements
• Assist with the effective implementation of changes to procedures/processes
• Assist with process redesign initiatives – Making the journey quicker and automated!

Main Responsibilities – What will I be doing?

• Collecting plan information as soon as possible!
• Gathering accurate and relevant information, enough to close the LOA request
• Work within agreed SLAs
• Maintaining records on how providers will accept LOAs
• Ensure all work is completed accurately and to a high standard
• Take responsibility for the data in our systems to ensure it is accurate and up to date
• Work collaboratively with Client Services, the paraplanners and the adviser as necessary, keeping them informed at all times and creating that strong team relationship

What sort of person are you looking for?

• Demonstrate a strong technical knowledge, and understanding of all financial products, plans and product providers (additional training will be given)
• At least 2 years’ experience within the financial services industry
• Desire to learn and continue to develop technical knowledge and understanding
• Excellent communication skills, both verbally and in writing
• Exceptional attention to detail
• Ability to communicate effectively with departments across the business
• Comfortable with working in a fast-paced environment
• Strong team player, proactively offering support to the team
• Strong organisational skills and able to manage a busy workload
• Working towards a level 3 or level 4 qualification with the CII
• Strong IT skills
• Can proactively demonstrate a desire to take responsibility for personal development, being aware of any knowledge gaps and actively working to close these gaps
• Act as a strong advocate of change

Where will I be working?

We are looking for someone for our Whiteley office, and offer hybrid working, which includes 2 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 up to £35,000 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!