Wealth management Work, Jobs in Warsash, 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
3d
Business Development Manager
Eight Financial Advice —Whiteley
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
12d
Project Cost Analyst
Lockheed Martin Corporation —Havant
- £49,000 - £61,000 a year
- Full-time
- University
- Contracts
- Communication skills
- Employee assistance programme
- Employee discount
Assistant Team Manager
Quilter —Southampton
- Full-time
- Continuous improvement
- Training & development
- Communication skills
5d
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
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
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
6d
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Writing skills
- Mentoring
- Communication skills
Early Years Apprentice
Storal —Salisbury
- £8 an hour
- Monday to Friday
- Experience working with children
- Employee discount
- Sick pay
Quick apply
Care Assistant
McCarthy & Stone —Eastleigh
- £13.26 an hour
- Part-time
- Customer service
- Cleaning
- In-person
- Paid training
- Employee assistance programme
Quick apply
6d
Traffic Management Civils Operative (M1/M2, M6 Supervisor)
Octavius Infrastructure —Winchester
- Full-time
- Maintenance
- Construction experience
- Annual leave
Care Supervisor
McCarthy & Stone —Chichester
- £12.24 - £15.75 an hour
- Full-time
- Management
- In-person
- Employee discount
- Life insurance
Quick apply
6d
Digital Proposition Specialist
Quilter —Southampton
- Full-time
- Leadership
- Communication skills
10d
Wealth planner - Wealth Management
Barclays —Southampton
- Financial services
Talent Management & Development Specialist
Quilter —Southampton
- Full-time
- Continuous improvement
- Human resources
- Training & development
13d
Caseworker
Public Sector Resourcing —Portsmouth
- Full-time
- Hybrid work
- English
- Travel
- In-person
2d
Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Complaints Investigator
Quilter —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills

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Platform Support Associate

Saltus
Fareham

Quick apply

Job details

Permanent | Full-time
£32,000 - £35,000 a year
3 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 warsash, ham

Platform Support Associate

Business Development Manager

Investment Managers Assistant

Project Cost Analyst

Assistant Team Manager

Integrated Programme Planning Lead - LMUK Space Programmes

Ground Systems IPT Lead

Cognitive Behavioural Therapist - Early Intervention in Psychosis

Paraplanner

Early Years Apprentice

Care Assistant

Traffic Management Civils Operative (M1/M2, M6 Supervisor)

Care Supervisor

Digital Proposition Specialist

Wealth planner - Wealth Management

Talent Management & Development Specialist

Caseworker

Wealth Manager

Financial Planner

Complaints Investigator

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

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