Paraplanner

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.

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 have a new office in the Northeast of England which is part of a team of offices across England including London, Whiteley and Bath.

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.

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 one of our two Advice Delivery Managers, 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