November 2021

Corporate Development Specialist

Introduction

Saltus Partners is an independently owned financial planning and discretionary investment management house with 5 offices in the UK and a Channel Islands business. It is dedicated to providing a high-quality service for private clients, trusts and smaller institutions.

Founded in 2005, the Partnership has grown organically and through a small number of carefully integrated acquisitions.  Originally the business started out as an investment manager and has developed the financial planning side of the offering over the past 5 years, now putting this at the forefront of the client relationship. With strong investment performance and significant recent investments in building a team of financial planners, in addition to a well invested platform and IT capabilities, the business now wishes to invest further in strategic growth and also has the aspiration of identifying and integrating several acquisitions annually.

Today Saltus manages and advises on over £2 billion of client assets and is headquartered in Mayfair, London.

Role

Saltus is seeking a candidate to work within the M&A department focusing on origination, negotiation, execution and integration of businesses as the firm seeks to take advantage of unprecedented consolidation in the wealth management industry. They will also be heavily involved in the roll-out of Saltus’ Franchise model which is designed to build a readymade future acquisition pipeline.

They will work alongside the Managing Partner and Partner responsible for Acquisitions (reporting to the latter).  Depending on the candidate’s experience they will either be on track to become a Partner or join as one.

The candidate will have experience in making effective decisions through the analysis of information and have had exposure to due diligence, deal analysis, negotiation and execution.

Responsibilities will include but are not limited to:

  • Deal sourcing and liaising with brokers and introducers
  • Pitching to potential acquisitions
  • Financial modelling
  • Project management: coordinating and overseeing the life of a deal through to integration which will involve close collaboration with other teams in the business and third-party advisers

Essential attributes the successful candidate should possess:

  • Candidate should have a minimum of 4 years’ experience in Investment Banking, Management Consultancy or Transactional Services. An exceptional candidate already working within the Wealth Management industry would also be considered.
  • Educated to a minimum degree level (minimum 2:1)
  • Highly numerate and have achieved at least an ‘A’ in A-Level Mathematics or have a STEM degree background
  • An excellent communicator who is also down to earth and can work well in a team
  • Intellectual horsepower and curiosity for solving business problems
  • A ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
  • Applied experience with Microsoft Excel is essential
  • Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously
  • The ability to influence business stakeholders at all organisational levels
  • The ability to form successful professional relationships both internally and externally
  • Excellent client facing skills

Remuneration

£70,000 – £85,000 – depending upon experience and knowledge, generous holiday allowance and benefits (pension, income protection, death in service and benefits platform). Relevant exam support after the successful completion of a probationary period.

 

 

To apply...

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