Programmatic Advice and Suitability Implementations Supervisor

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 LLP, with a number of offices including London, Whiteley, Farnham, Bath and Newcastle. 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.

Can you tell me more about the role? Saltus is seeking a Programmatic Advice and Suitability (PAS) Implementations Supervisor to join our PAS Team based in Whiteley. This role will have a special focus on owning and overseeing the administration of bulk client migrations from ceding schemes to the Saltus Platform.

You’ll have a wide range of responsibilities, combining people leadership with hands-on operational responsibility, including the following:

• Management Responsibilities (50%)
• Lead, mentor, and develop team members to enhance their skills and performance.
• Coordinate and oversee the daily operations of the Implementations team, ensuring work is completed accurately and within agreed timescales.
• Own the hiring, onboarding, and performance management of team members, working closely with the People team to ensure alignment with company standards.
• Ensure team members understand their core duties, performance expectations, and wider business requirements.
• Provide proactive and regular updates to the Head of PAS on team performance and capacity.
• Identify process improvements and implement strategies to enhance team productivity and client outcomes.
• Act as a key escalation and referral point for queries within the Implementations team.
• Operational Responsibilities (50%)
• Own and manage the implementation journey for clients transferring to the Saltus Platform with a focus on getting the best outcomes for our clients.
• Leading update meetings and providing effective support to advisers.
• Implementing and ensuring the continuity of client income payments and contributions as well as being proactive in avoiding poor experiences for clients.
• Supporting the Transfers team with the management of client transfers.
• Liaising with internal stakeholders and suppliers to ensure processes run smoothly.
• Monitoring inboxes and manage queries in a timely and professional manner.
• Work with and maintain CRM systems to improve efficiency within the team.

What skills and experience do I need to have? We think that the best candidate for this role will have:

• c10 years’ professional experience within Financial Services or a related industry.
• At least 5 years’ experience in a people-management or supervisory role.
• Experience within Wealth Management or a similar regulated environment is highly desirable.
• Demonstrated leadership abilities, including the capacity to mentor and develop team members.
• Good analytical skills, able to work with Excel to process work more efficiently and produce summaries/insights for colleagues.
• Excellent communication skills and can manage and work well in a team.
• Intellectual horsepower and curiosity for solving business problems.
• A ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving.
• 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? We’re incredibly flexible about where, 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. Ideally, you’d be able to be based out of our Whiteley office for a minimum of three days each week, working the remainder of the week from home.

What benefits do I get when working for Saltus? You’ll get a salary of between £40,000 - £45,000, dependent on experience, alongside 28 days’ holiday (plus bank holidays), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform.