Paraplanner

Introduction

Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.

We’re excited to be expanding our presence and as part of this growth, we’re looking for a high-calibre Paraplanner to join our team and play a key role in supporting our advisers and 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 £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

As a Paraplanner at Saltus, you’ll be responsible for delivering high-quality technical support to our advisers and clients. This includes:

• Analysing client information and existing investments or policies
• Performing tax calculations and constructing appropriate financial solutions
• Producing detailed suitability reports for cases of varying complexity
• Running cashflow models to support client planning
• Acting as a point of contact for technical queries from advisers and planning support
• Communicating with clients regarding research and report timelines
• Attending client meetings where appropriate
• Supporting the training and development of junior team members
• Contributing to projects aimed at improving our systems and processes

What sort of person are you looking for?

We’re looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will:

• Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus)
• Have at ideally 3 years’ experience in a paraplanning role
• Demonstrate strong technical knowledge across a broad range of financial products
• Be comfortable working with high-net-worth clients and professional connections
• Have excellent written and verbal communication skills
• Be highly organised and able to manage a busy workload
• Be a team player who enjoys collaborating with others
• Have strong IT skills

Where you’ll be working

This role is based from either our Bath or Penarth 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?

The salary is between £35k-£50k (depending on experience), alongside 25 days’ holiday (plus bank holidays) and your birthday off, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. 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 500 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!

Interested?

If this sounds like the right opportunity for you, we’d love to hear from you. Apply now or get in touch with our recruitment team at [email protected] if you have any questions or would like to discuss the role further.