Relationship Manager

Introduction

We are looking for a high-calibre Relationship Manager to join the Personal Advice Desk (“PAD”). The ideal candidate must have excellent telephone communication skills and be able to troubleshoot and process work in a timely and efficient manner, co-ordinating client requitements with advisers and client support.

The Personal Advice Desk is responsible for running our Saltus Select Propositions which services our smaller clients, typically those <£250,000 or with less complex needs, by providing at distance (using technology) advice. This includes annual suitability reviews and ad-hoc advice requirements over the phone/Teams/zoom.

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:

• You will be completing client updates for Annual Reviews which form a key part of the contractual agreement with our clients.
• You will be dealing with incoming and outgoing calls, supporting the advisers by contacting existing clients to offer a financial review, updating information to confirm the suitability of their existing plans under management on an ongoing basis.
• Management of a bank of existing clients.
• Reviewing the clients existing file to understand their situation in preparation for the Annual Review.  Typically, these reviews will be over the phone.
• If the client has any additional needs or their circumstances have changed, they will be referred on to a qualified adviser to address.
• Managing the delivery of outstanding tasks with the adviser /support
• Updating of internal client information systems and records.
• Preparation of Post Review pack and confirmation paperwork.

Essential attributes the successful candidate should possess

• Excellent people and communications skills, particularly telephone based.
• Excellent customer service skills
• Excellent time and account management
• Strong team working ethos
• Pro-activity and using own initiative
• Ensure a high degree of accuracy
• Client focussed
• Confident and self-motivated
• Detailed planning skills
• Flexible positive attitude
• Passionate about delivering a best-in-class client experience.
• Attention to detail to highlight irregularities, and the ability to problem solve on the go to come up with solutions.
• Ensure the clients’ best interests are prioritized at all times as part of our consumer duty and comply with our regulatory requirements.
• Good knowledge of CRM systems
• Maintain a professional standard of personal appearance
• Good time and diary management skills

Technical Knowledge, Experience & Qualifications

• Good time and diary management skills
• Experience of speaking to clients on the telephone.
• A good understanding of CRM systems and working within process.
• A good knowledge of Financial Services, in particularly within the Financial Adviser arena is desirable, although not essential.
• Good knowledge of Microsoft packages.
• Comfortable working with various IT packages.
• Some experience of back office and CRM systems would be beneficial.

Where will I be working?

We are looking for someone for our Whiteley, Bournemouth or Bath 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 £26,000 – £32,000 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 200 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!