Paraplanner – Farnham

Farnham Office | Hybrid Working | Salary up to £50k DOE + excellent benefits

Are you an experienced Paraplanner who wants to work in a hybrid, award-winning environment where your technical expertise is truly valued? Saltus is growing and we’d love you to be part of it.

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 including London, Whiteley, Farnham, 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 £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What will I be doing?

We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.

The role will report to the Advice Delivery Manager (ADM), and the key areas of responsibility are as follows:

• Analyse client information and existing investments/policies
• Tax calculations
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
• Write suitability reports for cases of varying complexity
• Run cashflow models for clients
• Be a point of contact for technical queries for CS and advisers
• Communicating with clients on research and report time scales
• Attend client meetings where required
• Helping to train other members of the team
• Potentially getting involved in some project work to further improve our systems and processes
• Leading Pod meetings
• Undertake peer reviews for the paraplanning team

What sort of person are you looking for?

The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver.  The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.

They will:

• Demonstrate a strong technical knowledge and understanding of all financial products
• Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status
• Have a minimum of 2-3 years’ experience within a paraplanning role
• Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
• Have a good attention to detail
• Be a good team player
• Excellent communication skills, both verbally and in writing
• Be comfortable with working in a fast-paced environment
• Be organised and able to manage a busy workload

Where will I be working?

We are looking for someone to work from our Farnham office, and offer hybrid working, which includes a minimum of 2-3 days in the office, with the remainder at home. 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 £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.