Wealth management Work, Jobs in Micheldever, Ham (with Salaries)

Platform Support Associate
Saltus —Fareham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Time management
Quick apply
2d
Project Cost Analyst
Lockheed Martin Corporation —Havant
- £49,000 - £61,000 a year
- Full-time
- University
- Contracts
- Communication skills
- Employee assistance programme
- Employee discount
Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
11d
Complaints Investigator
Quilter —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Assistant Team Manager
Quilter —Southampton
- Full-time
- Continuous improvement
- Training & development
- Communication skills
4d
Service Executive
FNZ —Salisbury
- Full-time
- Hybrid work
- Computer literacy
- Computer skills
- Financial services
9d
- Housing Adviser (On Campus)
University of Winchester —Winchester
- £25,249 - £26,707 a year
- Full-time
- Hybrid work
- University
- Communication skills
3d
Integrated Programme Planning Lead - LMUK Space Programmes
Lockheed Martin Corporation —Havant
- £85,000 - £106,000 a year
- Full-time
- University
- Presentation skills
- Bachelor's degree
- Employee assistance programme
- Employee discount
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Writing skills
- Mentoring
- Communication skills
Ground Systems IPT Lead
Lockheed Martin Corporation —Havant
- £118,000 - £147,000 a year
- Full-time
- University
- Bachelor's degree
- Training & development
- Employee assistance programme
- Employee discount
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Writing skills
- Mentoring
- Communication skills
Cognitive Behavioural Therapist - Early Intervention in Psychosis
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Southampton
- £49,387 - £56,515 a year
- Full-time
- Word processing
- Computer literacy
- Research
5d
Strutt & Parker - Senior Surveyor / Associate Director, Rural Land Management
BNP Paribas —Salisbury
- Full-time
- Business development
- Mentoring
- Annual leave
- Employee discount
9d
Regional HGV Class 1 Driver
Nationwide Platforms —Southampton
- Customer service
- Travel
- Employee discount
Senior Project Manager
AmcoGiffen —Theale
- £75 - £85 an hour
- Overtime
- Civil engineering
- Engineering
- Business development
- Life insurance
Quick apply
5d
Care Manager
Friends Of The Elderly —Reading
- £37,673.34 a year
- Weekend availability
- Management
- Marketing
- Annual leave
- Employee assistance programme
3d
Building Services Technician
Boots —Basingstoke
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
Site Supervisor
AmcoGiffen —Theale
- Full-time
- Civil engineering
- Management
- Continuous improvement
- Life insurance
Quick apply
Financial Administrator (Stockbridge)
Perspective Financial Group —Stockbridge
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
11d

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Platform Support Associate

Saltus
Fareham

Quick apply

Job details

Permanent | Full-time
£32,000 - £35,000 a year
2 days ago

Benefits

Company pension

Qualifications

Customer service call handling
Client engagement
Continuous improvement
Relationship management
Customer support
Financial services
Customer interaction
Root cause analysis
Networking
Time management

Full job description

Introduction

We are looking for a high-calibre and experienced Platform Support Associate to join our growing team. As part of our Platform Support team, you’ll have the opportunity to work in a fast-paced, collaborative environment where your skills and expertise will be put to the test every day. The Platform Support Associate plays a pivotal role in ensuring smooth operations and seamless interactions with our valued clients.

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 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.

We’re proud that we’ve been recognised as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!

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 £11.2 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

The Platform Support Associate plays a pivotal role in ensuring smooth operations and seamless interactions with our valued clients. The key areas of the role are as follows:

Effectively carry out processing requests from our customers. This will be primarily from both our internal investment planners and our Saltus Partnership external advisers:
Setting up new plans
Setting up new money instructions
Requesting transfers and tracking progress
Processing withdrawals
Other niche processes (e.g. transfers out, deceased etc.)
All other GIA/ISA related instructions and queries
Effectively managing email service, in a customer focussed manner
Answering both internal and external telephone calls
Support onboarding of new Saltus Partnership firms, providing guidance on systems and processes. Point of contact for external SP firms and recognised person to whom issues are escalated to for resolution.
Active participator in meetings, escalating any issues as appropriate
Train other members of the team
To be an advocate for the Saltus Culture
Helping other teams when needed

As a Platform Services Associate, you are responsible for:

Always delivering excellent customer service
Put yourself in the customers shoes, suggest and drive forward ways where we can improve
Build excellent relationships with our customers – internal and external
Complete work to a high level of accuracy
Effectively self-manage your work, with minimal oversight
Take responsibility for the data in our systems to ensure it is accurate and up to date
Actively seek ways to improve quality and efficiency in our working practices and processes
Embed our error/root cause analysis ethos into your daily routine
Own cradle to grave small to medium size initiatives
Support larger projects, including testing
Documenting and enhancing procedures, ensuring the are regularly reviewed
To be a great team player
To take full ownership of your own development and progression

What sort of person are you looking for?

5+ years in a Financial Services environment
ISA/GIA expert, firm understanding of product and regulations
An excellent communicator who is also down to earth and can work well in a team
Super organised and resilient
Curiosity for solving process problems
A ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
A technology native who has applied experience with Microsoft Excel, but who is comfortable applying that knowledge to other systems.
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?

This role is based from our Whiteley office and we offer hybrid working, with at least three days a week in the office. 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 between £32k-£35k (depending on experience), alongside 25 days’ holiday (plus bank holidays) and your birthday off, life assurance cover, 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. 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 500 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!

Pay: £32,000.00-£35,000.00 per year

Work Location: Hybrid remote in Fareham PO15 7AZ

Quick apply

Refine Your Search

wealth management jobs in micheldever, ham

Platform Support Associate

Project Cost Analyst

Wealth Manager

Investment Managers Assistant

Complaints Investigator

Assistant Team Manager

Service Executive

- Housing Adviser (On Campus)

Integrated Programme Planning Lead - LMUK Space Programmes

Paraplanner

Ground Systems IPT Lead

Senior Paraplanner

Cognitive Behavioural Therapist - Early Intervention in Psychosis

Strutt & Parker - Senior Surveyor / Associate Director, Rural Land Management

Regional HGV Class 1 Driver

Senior Project Manager

Care Manager

Building Services Technician

Site Supervisor

Financial Administrator (Stockbridge)

I want to receive the latest job alerts for wealth management in micheldever, ham

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