Pod Leader; PAD

Introduction

Whiteley, Bath or London Office | Hybrid Working (2-3 days office and the rest from home)

Salary between £75k-95k DOE + excellent benefits

The Person al Advice Desk (PAD) is a dedicated team within Saltus Financial Planning, responsible for delivering our Select proposition — a fully operational, remote advice service tailored to clients with investible assets typically under £250,000. These clients are comfortable with a non-face-to-face advice model, which is delivered through telephone and video meetings.

PAD is structured around two core functions:
Relationship Management and Advice. Relationship Managers maintain ongoing relationships with Select clients, acting as their primary point of contact and conducting annual reviews. Where advice needs arise from these interactions, they are referred to the Advice team. This team is primarily made up of trainee advisers, and PAD serves as a development platform for them to complete their Stage 1 and Stage 2 Competent Adviser Status (CAS) assessments.

Once qualified, advisers may continue within PAD or transition to the Premier team, managing their own client bank as required by business demand.

In the role of Financial Planning Adviser with PAD leadership responsibilities, you are accountable for delivering financial advice, building relationships with prospective clients, and maintaining service standards for a small portfolio of existing clients. Alongside this, you will lead the POD’s advice activities, ensuring that client needs — whether ad hoc, conversion-related, or arising from contracted annual reviews — are consistently met.

This includes overseeing the work of advisers and trainee advisers, and supporting their development and performance.

The role also involves mentoring and managing a small group of Financial Planners, Trainee Financial Planners, and the Advice Delivery Manager within the POD. Approximately 75% of your time will be dedicated to leadership and team support, with the remaining 25% focused on managing a reduced book of clients.

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 recognized 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 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

This is a hybrid role, combining the responsibilities of maintaining a small client bank with the leadership and management of advisers — many of whom are trainees — within the Personal Advice Desk (PAD). As a qualified, and ideally Chartered, Financial Planner, the PAD Pod Leader plays a critical role in guiding trainee advisers through their Stage 1 and Stage 2 sign-off processes to achieve Competent Adviser Status (CAS).

The Pod Leader is responsible for…