Senior Operations Associate (Platform Migrations)

Senior Operations Associate (Platform Migrations)

Full-Time On-site
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We're looking for an experienced operations associate to join a team that's increasingly becoming Saltus' 'secret sauce', in the words of our CEO. We are looking for someone who can come in and hit the ground running. Someone who understands financial planning products, operations and working with providers. This role drives process efficiency, develops trust in working with the PAS analysts and wider stakeholder network. This person has a focus on client outcomes and drives positive results. 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 across England including London, Whiteley, 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. 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 Β£12 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. Can you tell me more about the role? Saltus is seeking a Senior Operations Associate to work within our Programmatic Advice and Suitability Team, based in Bournemouth, with a particular focus on the administration of bulk client migrations from ceding schemes onto the Saltus Platform. You'll be joining one of the most dynamic and strategically important teams in the business, supporting the firm's focus on M

Senior Operations Associate (Platform Migrations) employer: Saltus

Saltus is an exceptional employer that prioritises employee satisfaction and growth, offering a vibrant work culture in the heart of Whiteley. With a commitment to flexible working arrangements, competitive salaries, and a supportive environment, employees are encouraged to thrive both personally and professionally while contributing to a customer-focused mission. Join us to be part of a team that values excellence, collaboration, and continuous improvement, ensuring that your work is both meaningful and rewarding.

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Contact Details:

Saltus Recruitment Team