New Business Administrator

Hereford Office | Salary up to £25k DOE + excellent benefits

Introduction

We’re seeking a highly capable New Business Administrator to join our team. The ideal candidate will possess exceptional communication skills and a strong ability to troubleshoot, manage, and process work efficiently and accurately.

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 provide 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 £9 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

The key areas of the role are as follows:

• Accurately check and process new business cases, proactively following up to ensure smooth completion.
• Build and maintain strong relationships with financial advisers and third-party providers to support efficient case management.
• Handle incoming calls professionally, providing a friendly and knowledgeable first point of contact.
• Manage incoming and outgoing post, ensuring all correspondence is actioned promptly and appropriately.
• Oversee the shared mailbox, ensuring all emails are organised, prioritised, and directed to the correct teams for swift resolution.

What sort of person are we looking for?

• Excellent communication skills, both verbal and written
• Be a good team player
• Good working knowledge of Microsoft Office
• Have a strong desire to do a good job
• Be personable
• Have a positive “can do” attitude
• Be well organised and reliable
• Happy to help clients and advisers with queries
• Manage adviser and client expectations efficiently
• Strong attention to detail
• Experience within an office environment essential
• Experience within Financial Services is desirable

Where will I be working?

We are looking for someone to be based from our Hereford office 5 days a week and work between the hours of 09.00 – 17.00. 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 £25,000 per year depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance 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 400+ 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!