About the Firm
At Salus Wealth Management (an appointed representative of The Openwork Partnership), they help clients navigate complex financial decisions with clarity, confidence and care. With a growing team of thoughtful, driven professionals who share a commitment to integrity, long-term thinking and exceptional client service. Providing the foundations to build a career in a firm that values both people and performance.
About the Role
As an Administrator at Salus Wealth Management, you’ll play a key part in maintaining accurate client records, preparing essential documentation and ensuring a smooth flow of communication between clients, advisers and providers. This is an opportunity to join a professional and supportive environment where your organisational skills will directly contribute to delivering an exceptional client experience.
The benefits for an Administrator:
* Up to £33,000 basic salary (or self-employed should you prefer).
* Remote working.
* Potential for full or part time hours.
* Supportive and dynamic culture with fortnightly in person team meetings.
* Regular social events.
* 25 days Holidays.
Your responsibilities as an Administrator will include:
* Handle incoming client enquiries by phone and email, ensuring timely and professional responses.
* Prepare client documentation, reports and meeting packs in line with regulatory requirements.
* Manage client records and maintain accurate data within CRM and back-office systems.
* Liaise with product providers, platforms and insurers to obtain policy information and valuations.
What will you need to succeed as an Administrator:
* Previous administration experience in a financial services company.
* Experience with Concert Hub is an advantage.
* Excellent attention to detail.
* Located in a commutable distance to Reading area for fortnightly for an all-team meeting.
Salus Wealth Management is a trading style of Samuel Jason Henry who is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.