Newcastle Office | Hybrid Working (3 days office / 2 days home)
£28,000 – £30,000 DOE + excellent benefits
About the role
Saltus is looking for a proactive and client-focused Relationship Manager to join our Personal Advice Desk (PAD). You'll be the first point of contact for our Saltus Select clients, typically those with less complex financial needs, delivering high-quality service and support remotely via phone, Teams, or Zoom.
You'll manage a portfolio of clients, conduct annual reviews, and coordinate with advisers and support teams to ensure a seamless experience.
What you'll be doing
* Conducting client updates and annual suitability reviews
* Managing inbound/outbound calls to support advisers and clients
* Reviewing client files and preparing for remote reviews
* Identifying when clients need further advice and referring appropriately
* Coordinating outstanding tasks with advisers and support teams
* Maintaining accurate records and CRM updates
* Preparing post-review documentation
What we're looking for
* Excellent telephone communication and customer service skills
* Strong time management and attention to detail
* A proactive, client-first mindset
* Confident, self-motivated, and a team player
* Comfortable using CRM systems and Microsoft Office
* Experience in financial services is a plus, but not essential
Why join Saltus?
Saltus is a privately owned financial planning and investment management firm with offices in London, Newcastle, Bath, and Farnham. We're proud of our inclusive, fun, and high-performing culture where people thrive and grow.
We manage and advise on over £9 billion of client assets and are passionate about improving people's relationship with their wealth.
Benefits
* Salary: £28,000 – £30,000 (depending on experience)
* 25 days' holiday + bank holidays
* Life assurance, income protection, and pension
* Access to our flexible benefits platform
* Hybrid working and flexible hours
* A vibrant, supportive culture with real career growth
Ready to join a team that puts people first?
Apply now – we'd love to hear from you
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.
Job Types: Full-time, Permanent
Pay: £28,000.00-£30,000.00 per year
Benefits:
* Additional leave
* Casual dress
* Company pension
* Health & wellbeing programme
* Life insurance
* Work from home
Experience:
* Financial Services: 2 years (required)
Work authorisation:
* United Kingdom (required)
Work Location: Hybrid remote in Newcastle upon Tyne NE2 1TL