March 2024

L&D Manager

We are looking for experienced trainers to join Saltus Financial Planning (SFP), to set up and consistently deliver a best-in-class training experience. As part of our team, you’ll have the opportunity to work in a fast-paced, collaborative environment where you’ll be able to utilise your skills and expertise to deliver amazing learning outcomes for our teams, every day!

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 in the South of England including London, Whiteley and Farnham. 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 £3.3 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role?

You’ll have responsibility for a wide range of duties, including but not limited to the following:

  • Ownership of the design and delivery of the SFP training strategy, for both existing staff and new joiners, including newly joined through acquisition. Please note that your training design will be built upon the brief and requirements given to you by the SFP leadership team members
  • Organisation and delivery of all training within SFP, including process and systems training to both individuals and groups, via face to face and remote delivery methods
  • Regular completion of training needs analyses in order to identify knowledge gaps and work with subject matter experts to collate the information needed to address these gaps
  • Creation of all training materials, ensuring that they are kept up to date and maintained within our LMS
  • Upkeep of training records and training MI, ensuring these are accurate and kept regularly updated and presented to SFP leadership
  • Sign off of individual capability/competence levels following the completion of training
  • Undertaking of Quality Assurance activities within the department
  • Stakeholder management and support, building and maintaining strong relationships with key stakeholders to ensure that learning and development needs are appropriately assessed, prioritised, and delivered
  • Delivery of train the trainer training to team supervisors and subject matter experts

We think that the best candidate for this role will have:

  • Outstanding organisational skills, with the ability to juggle multiple tasks and prioritise accordingly
  • Substantial previous training experience, obtained within a financial services, banking, wealth management or software environment
  • Experience of the end-to-end design and delivery of training programmes, including undertaking training needs analyses, and measuring training outcomes
  • Experience of working within wealth management and/or with the use of internal CRM systems would be highly advantageous
  • Excellent interpersonal, verbal, and written communication skills with strong attention to detail
  • Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel)
  • A willingness and flexibility to travel to office sites as If you are able to drive and have your own transport, that would be highly advantageous

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 two or three days each week, working the remainder of the week from home. You’ll also need to be able to travel to our other office locations, as required by the role as we feel that training is best executed by a combination of face-to-face and digital.

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?

Included is 28 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 200 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!

To apply...

...please send your CV to [email protected]

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