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- Tasks: Manage relationships with Independent Financial Advisers and represent Saltus Asset Management.
- Company: Join an award-winning financial planning and investment management firm in London.
- Benefits: Competitive salary, 20% bonus, 28 days holiday, and flexible working options.
- Why this job: Be part of a culture that values growth, fun, and excellence in the financial industry.
- Qualifications: 10+ years in finance, strong communication skills, and relevant industry qualifications.
- Other info: Dynamic team environment with opportunities for career development and personal fulfilment.
The predicted salary is between 115000 - 125000 £ per year.
We are looking for an IFA Relationship Manager / Product Specialist to join our Saltus Asset Management (SAM) team. The role will likely report into the MD of Saltus Asset Management.
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.
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. Today Saltus manages and advises on over £10.5 billion of client assets.
Key areas of responsibility include:
- Helping Saltus think strategically about our MPS / fund solutions for intermediated clients.
- Representing Saltus Asset Management (SAM) to the financial planning businesses who use SAM as DFM/MPS manager.
- Understanding the Saltus house views and conveying them to financial planners, and on occasion directly to their clients.
- Understanding the investment portfolios we run for clients of financial planners, and talking confidently about them – their objectives, risk parameters, underlying holdings, decisions made, Platform availability etc.
- Hosting market updates online and in person as required.
- Understanding the IFA landscape and delivering presentations, insights, and updates consistent with industry best practice.
- Working with the marketing team to produce collateral for an IFA audience, e.g. quarterly updates, brochures etc.
- Delivering training on the SAM Centralised Investment Proposition to financial planning businesses Saltus have acquired.
- Attending initial meetings and client reviews with larger DFM/MPS clients, with the financial planner.
The successful candidate will be confident talking about financial markets and Saltus investment products to Independent Financial Advisers (IFAs). They will:
- Likely have at least ten years of experience in the industry.
- Have completed relevant industry exams such as the CFA, or PCIAM.
- Have clearly demonstrated an ability to manage IFA relationships and generate strong sales numbers.
- Be an effective communicator regarding financial markets and investment products (e.g. DFM solutions such as funds/MPS), both orally and in writing.
- Be organised.
- Be a team player.
- Be willing to work in London as required for the role (to be agreed with the MD).
We are looking for someone to be based out of our London office as required for the role. 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.
The salary/drawings are between £115,000-125,000 (depending on experience), with 20% cash discretionary bonus. Alongside 28 days’ holiday (plus bank holidays), life assurance and income protection. The role is 40 hours per week between the hours of 8.30-5.30pm.
If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!
IFA Relationship Manager / Product Specialist employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Relationship Manager / Product Specialist
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that IFA Relationship Manager role.
✨Tip Number 2
Show off your expertise! Prepare to discuss financial markets and investment products confidently. Practice explaining complex concepts in simple terms, so you can impress during interviews or networking chats.
✨Tip Number 3
Tailor your approach! Research Saltus Asset Management and understand their values and culture. When you apply through our website, make sure to highlight how your experience aligns with their mission to improve relationships with wealth.
✨Tip Number 4
Follow up! After interviews or networking events, send a quick thank-you note. It shows you're genuinely interested and keeps you on their radar. Plus, it’s a great way to reinforce your enthusiasm for the role!
We think you need these skills to ace IFA Relationship Manager / Product Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Relationship Manager / Product Specialist role. Highlight your relevant experience, especially in managing IFA relationships and your knowledge of financial markets. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the role and how your skills align with our mission at Saltus. Don’t forget to mention why you’re excited about joining our award-winning team!
Showcase Your Communication Skills: As an effective communicator, it’s crucial to demonstrate this in your application. Use clear and concise language, and make sure to convey your understanding of financial products and markets. We love candidates who can articulate their thoughts well!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining us at Saltus!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Make sure you have a solid understanding of Saltus Asset Management's investment products and the IFA landscape. Brush up on their MPS and fund solutions, as well as current market trends. This will help you speak confidently and demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
As an IFA Relationship Manager, effective communication is key. Prepare to discuss how you've successfully managed IFA relationships in the past. Use specific examples to illustrate your ability to convey complex financial concepts clearly and persuasively.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and strategic thinking. Think about scenarios where you've had to adapt your approach or overcome challenges in managing client relationships. Practising these responses can help you feel more prepared and confident.
✨Emphasise Teamwork and Flexibility
Saltus values a collaborative culture, so be ready to discuss how you've worked effectively within a team. Highlight your willingness to adapt to different working patterns and your commitment to contributing positively to the team dynamic.