Advice Delivery Manager – Newcastle

Location: Newcastle office (minimum 3 days/week) + flexible home working
Type: Full-time | Leadership | Financial Services

Are you a natural leader with a passion for operational excellence and client service? Do you have experience in Paraplanning or Planning Support and love helping teams thrive? If so, we’d love to hear from you.

Our Advice Delivery Managers (ADMs) play a key role in making that happen. This is a leadership role that sits at the heart of our advice teams, known as Pods, making sure everything runs smoothly behind the scenes so our Advisers can focus on what they do best: helping 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 a successful LLP, with a number of offices across England including London, Whiteley and Bath. 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 £9 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role?

As an Advice Delivery Manager, you’ll lead the Advice Support Functions made up of our brilliant Paraplanning and Planning Support teams. You’ll make sure they’re working efficiently, consistently, and collaboratively across Pods, delivering high quality support to Advisers and clients. You’ll be the go-to person for team performance, hiring, development, and day-to-day operations. You’ll also help shape how we work by improving processes and sharing best practice across Pods.

• Leading Paraplanning and Planning Support teams within one or more Pods
• Reporting directly to the Pod Leader and acting as a key leadership figure
• Ensuring smooth workflows and resource allocation so Advisers can spend more time with clients
• Driving operational excellence and consistency across Pods
• Hiring, developing, and managing team members with support from our People team
• Using data and performance metrics to improve service and support bonus schemes
• Supporting onboarding and ongoing training in partnership with our FP Training Team
• Acting as the first point of contact for team issues or escalations
• Championing process improvements and aligning Pods through standardised ways of working

What we’re looking for:

This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support, a passion for developing high-performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support.

What sort of experience or knowledge do I need to have?

• Strong operational oversight with expertise in financial planning, paraplanning, and client support.
• Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes.
• Proven leadership and team management within financial services, ensuring efficiency and service excellence.
• Minimum of 3-5 years experience in paraplanning or planning support.
• Excellent stakeholder management, collaborating with leadership, training, and support teams.
• Familiarity with FCA regulations and compliance standards within financial advice firms.

What type of person would do well here?

• Strategic thinker with solid experience in Paraplanning, Planning Support, and Financial Planning.
• Competent, approachable leader focused on excellence in client experience.
• Thrives in a busy environment, managing deadlines while staying calm.
• Strong attention to detail with a focus on accuracy and clear communication.
• Excellent verbal and written communication, including proofreading and grammar skills.
• Proactive approach to solving operational challenges

Do I need qualifications?

It’s not essential to have financial planning qualifications such as those provided by the Personal Finance Society/CII, however we would encourage and support the applicant to start the journey of taking relevant industry qualifications, and in the interview process it will be an advantage to have industry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is very important that the applicant can demonstrate a clear  understanding of the Advice process; with empathy and acute awareness of the roles of Planning Support or Paraplanning, in order to understand the administrative process that the team go through in order to help your team solve pod and client issues.

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 Newcastle office for three 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?

Salary range £40,000 – £50,000 dependent on experience, alongside 25 days’ holiday (plus bank holidays), study assistance, life assurance, income protection and a pension, alongside 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 400 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!