Investment Manager

We’re looking for an Investment Manager to help lead the growth of our investment business. You’ll be supporting our existing Investment Management team and will be involved in a wide range of responsibilities, enabling you to grow and develop as our business scales. If you’re passionate about investment management and are looking for a role where you can come and make a significant impact, read on to find out more about Saltus and what we’re looking for.

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 a successful, privately owned, LLP, with a number of offices across England and Wales including London, Newcastle, Bath and Farnham. 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.

Saltus is an independently 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 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role? We are looking for someone who first and foremost is passionate about investment management. We are seeking to catalyse our organic growth, having invested significantly in our infrastructure and our people, and given a strong investment track record. We aim to provide a market-leading proposition in serving our clients, with our Investment Management team driving our organic growth profile. You’ll have responsibility for a wide range of duties, including the following:

• Managing investment portfolios on a significant existing client book which is made up of private clients, charities, trusts and companies.
• Growing your client book through referrals and new prospect meetings. New prospects will be both centrally-generated and self-generated.
• Participating in the investment team meetings, and contributing to portfolio management decisions.
• Disseminating information from the investment team to the wider company.
• Generating written and video investment content for a wider audience.

What skills and experience do I need to have? You’ll be passionate about and able to demonstrate a strong understanding of investment management and the requirements of the role. You’ll have strong interpersonal and stakeholder management skills, with a record of building successful relationships across multiple stakeholder groups. Relevant investment management qualifications are advantageous. We’re looking for someone who is a high performer, able to add value at all levels across the team and when working with the wider business. An interest in or experience of generating new business would also be beneficial. You’ll be keen to benchmark your own performance against industry best practice, and will champion strong sales growth, focusing on the new business opportunities that enable our business development targets to be exceeded. Collaborating and influencing will come naturally to you, and you’ll act as a facilitator to encourage collaboration across the business. You’ll be someone who creates trust and inspires others to achieve results.

You’ll also be able to demonstrate the following characteristics:

• Inspires and commands respect and credibility
• Resilient
• Highly organised
• Internal and external ambassador and brand builder
• Personal accountability
• High emotional intelligence and strong self-awareness
• Energetic, passionate and dynamic
• High integrity
• Considered style
• People and results-orientated
• Tactful, with good judgement

Where will I be working? Ideally, you’d be based in our London office for a minimum of three or four days each week, working the remainder of the week from home. 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? You’ll get a salary of between £70,000 – £90,000, dependent on experience, plus a discretionary performance-based bonus. 28 days’ holiday (plus bank holidays), life assurance, income protection, pension, 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 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!