Overview
We are looking for a high-calibre administrator to join our dynamic PAS Implementations team at Saltus. You will be responsible for delivering your own projects, working with business analysts and colleagues to deliver a smooth transition for clients and advisers transferring to our in-house platform.
Saltus offers a supportive environment where your contributions are valued, and your professional growth is encouraged.
What does this role look like?
Saltus is seeking an administration associate to work within our Programmatic Advice and Suitability Team based in Whiteley, focusing on owning the administration of centralised client transfers from ceding schemes to the Saltus Platform. You’ll be joining one of the most strategically important teams in the business, supporting our focus on M&A to deliver the best service to clients during consolidation in the wealth management industry.
Responsibilities
* Owning the implementation journey for clients transferring to the Saltus Platform with a focus on getting the best outcomes for our clients
* Travelling to newly acquired firms around the UK to support rapid turnaround for onboarding clients to the Saltus Platform
* Leading update meetings and providing effective support to advisers
* Ensuring the continuity of client income payments and contributions during the transfer period and proactively avoiding poor experiences for clients
* Supporting the Saltus Transfers team with the management of client transfers
* Liaising with internal stakeholders and suppliers to ensure processes run smoothly
* Communicate with ceding schemes to obtain transfer updates
* Monitoring inboxes and dealing with queries
* Work with and maintain CRM systems to improve efficiency within the team
Qualifications / What sort of person are you looking for?
* Financial Services background, IFA experience desirable or a recent graduate with an interest in the industry
* Good analytical skills, able to work with Excel to process work more efficiently and produce summaries/insights for colleagues
* Excellent communication skills, can work well within a team and independently
* Intellectual horsepower and curiosity for solving business problems
* A growth mindset, appetite for testing yourself and using past mistakes as a springboard to keep improving
* Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously
* The ability to form successful professional relationships both internally and externally
Where will I be working?
We’re incredibly flexible about where, when and how you work: ideally based out of our Whiteley office for two or three days each week, with the remainder from home. You may also work from other offices. If you need a different pattern, please discuss with us.
Benefits
The salary is £25,000 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. You’ll also experience Saltus culture and being part of our 300+ people.
#J-18808-Ljbffr