Client Services Administrator

Saltus; Truro; On-site; GBP 28,000 - 33,000; Full time

Job summary

Join a leading financial planning firm as a Client Services Administrator in Truro. The role focuses on delivering exceptional customer service, onboarding clients, and fostering effective relationships. Ideal candidates will have strong communication skills and a background in financial services. Enjoy a supportive culture with flexible working arrangements and competitive benefits.

Benefits

25 days holiday

Life Assurance

Pension

Flexible Benefits Platform

Qualifications

• Minimum 3 years’ experience in Financial Services as an Administrator.
• Experience using Financial Services back-office systems.

Responsibilities

• Provide excellent customer service as primary responsibility.
• Onboard new clients and service existing ones.
• Communicate effectively with clients via various mediums.

Skills

Communication

Problem Solving

Team Player

Tools

CRM Systems

Word

Outlook

Job description

6 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Saltus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Saltus

We are looking for high-calibre administration support to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.

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 recognized 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 £7.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

• To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
• Learning about Saltus Core Values and products/services
• Effectively and efficiently onboarding new clients and service the existing clients
• Building effective relationships with customers, advisers and paraplanners in your immediate POD
• Positively contribute to the team morale and energy, be a great team player
• Communicating to clients effectively through various mediums (e.g. telephone, email etc)
• Willing to get involved in projects within the business, which may occur from time to time

What sort of person are you looking for?

The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.

• Knowledge of investment products ISAs, Pensions, Bonds
• Experience of using CRM systems
• Be a good team player
• Experience of challenging the status quo in respect of processes
• A self-starter, who owns own development journey
• Minimum 3 years’ experience working in the Financial Services sector, in an Administrator role.
• Experience of Financial Services back-office systems.
• Computer literacy with knowledge of word and outlook.
• Ability to provide high quality work, spotting and rectifying errors to layout, format, spelling and grammar as appropriate.
• Good planning, organisation and time management.
• Able to demonstrate problem solving skills.
• A positive can-do attitude and a strong desire to deliver high quality results.
• Able to use good judgement and initiative.
• Able to demonstrate reliability, discretion, confidentiality and flexibility.
• Proven experience in working as part of a team.

Where will I be working?

We are looking for someone to be based out of our Truro office 5 days a week. 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 up to £28,000 depending on experience working 35 hours per week, alongside 25 days’ holiday (plus bank holidays), life assurance and a pension, alongside access to our flexible benefits platform. 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 300+ 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!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

Referrals increase your chances of interviewing at Saltus by 2x

Sign in to set job alerts for “Client Services Administrator” roles.

Cornwall, England, United Kingdom 3 months ago

Truro, England, United Kingdom 1 week ago

Penryn, England, United Kingdom 3 days ago

Bodmin, England, United Kingdom 1 week ago

Falmouth, England, United Kingdom 1 day ago

Legal Professional Support (Commercial & Employment Team)

Community Secretary to Integrated Community Managers

Hayle, England, United Kingdom 2 weeks ago

Bodmin, England, United Kingdom 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.