Relationship Manager

We are looking for a Relationship Manager to join the Personal Advice Desk (PAD). The ideal candidate must have excellent telephone communication skills and be able to troubleshoot and process work in a timely and efficient manner, co-ordinating client requirements with advisers and client support.

PAD is a dedicated team within Saltus Financial Planning, responsible for delivering our Select proposition – a fully operational, remote advice service tailored to clients with investable assets typically under £250,000. These clients are comfortable with a non-face-to-face advice model, which is delivered through telephone and video meetings.

PAD is structured around two core functions:
Relationship Management and Advice. Relationship Managers maintain ongoing relationships with Select clients, acting as their primary point of contact and conducting annual reviews. Where advice needs arise from these interactions, they are referred to the Advice team. This team is primarily made up of trainee advisers, and PAD serves as a development platform for them to complete their Stage 1 and Stage 2 Competent Adviser Status (CAS) assessments.

Once qualified, advisers may continue within PAD or transition to the Premier team, managing their own client bank as required by business demand.

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 hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

We’reproud thatwe’vebeen 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. Weare dedicated to providinga 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 onover £12billionof client assets,acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role?

• You will be completing client updates for Annual Reviews, which form a key part of the contractual agreement with our clients.
• You will be dealing with incoming and outgoing calls, supporting the advisers by contacting existing clients to offer a financial review, updating information to confirm the suitability of their existing plans under management on an ongoing basis.
• Management of a bank of existing clients.
• Reviewing the clients existing file to understand their situation in preparation for the Annual Review. Typically, these reviews will be over the phone.
• If the client has any additional needs or their circumstances have changed, they will be referred on to a qualified adviser to address.
• Managing the delivery of outstanding tasks with the adviser /support.
• Updating of internal client…