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
