Paraplanner (Bath)

Bath or Wells based | Hybrid 3 days in office

Salary between £35k- £50k DOE + excellent benefits

Introduction

Do you have Paraplanning experience or 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?

Saltus is a privately owned financial planning and discretionary investment management house, managing and advising on over £9 billion of client assets. We’re proud to have been recognised as a Sunday Times Best Place to Work 2024 and a Professional Adviser Best Financial Advisers to Work For 2024 a testament to our commitment to creating a workplace where people can thrive.

Our culture is built on collaboration, excellence, and fun. We want everyone who works at Saltus to feel proud of what they do, supported in their development, and empowered to make a difference.

What you’ll be doing

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 we’re 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 (recently or experienced; working towards Chartered status is a plus)
• Some 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 in our Bath office, with hybrid working available. We ask that you spend at least two to three days a week in the office, with the remainder of your time working from home. We’re also open to discussing alternative working patterns. Flexibility is important to us, and we don’t want working arrangements to be a barrier to joining Saltus.

What you’ll get in return

The salary is £35,000 – £50,000 depending on experience, plus a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including:

• 25 days’ holiday (plus bank holidays)
• Life assurance and income protection
• Pension scheme
• Access to our flexible benefits platform
• A vibrant, inclusive culture where people genuinely enjoy coming to work

Just as importantly, you’ll be part of a business that’s committed to your growth and development. We work hard, but we also have a lot of fun along the way and we’re proud of the supportive, collaborative environment we’ve built.

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.