At a Glance
- Tasks: Support clients and ensure smooth operations in a fast-paced, collaborative environment.
- Company: Join Saltus, an award-winning financial planning and investment management firm.
- Benefits: Enjoy competitive salary, 25 days holiday, flexible working, and a vibrant workplace culture.
- Other info: Hybrid working available with a focus on flexibility and team collaboration.
- Why this job: Make a real impact while growing your career in a supportive and fun environment.
- Qualifications: 5+ years in Financial Services, excellent communication, and a growth mindset.
The predicted salary is between 32000 - 35000 £ per year.
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
- 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?
- Salary between £32k-£35k (depending on experience)
- 25 days’ holiday (plus bank holidays) and birthday off
- Life assurance cover
- Income protection
- Pension
- Access to our flexible benefits platform
- 37.5 hours per week between the hours of 8.30-5.30pm
- Culture: enjoy a fantastic workplace with fun and a strong sense of community for our 500 staff
- #J-18808-Ljbffr
Platform Support Associate employer: Saltus
Saltus is an exceptional employer, recognised as one of the Best Places to Work by the Sunday Times and Professional Adviser awards, reflecting our commitment to a vibrant work culture that prioritises employee growth and satisfaction. With flexible working arrangements from our Penarth or Bath offices, alongside competitive benefits such as 25 days' holiday and a strong focus on customer service excellence, we ensure our team members thrive both personally and professionally in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Platform Support Associate
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Saltus. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Platform Support Associate
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Saltus.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Saltus's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Saltus
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Saltus.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Saltus will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Saltus employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
