Financial Planning Operations Trainer

We are looking for an experienced Paraplanner, Planning Administrator, Client Support Specialist or Financial Planning Operations professional who is passionate about helping others learn. This is an opportunity to step away from day-to-day casework and use your technical and operational expertise to support the onboarding, training and development of colleagues across our Financial Planning business.

You do not need to come from a professional training background. We are looking for someone who understands how a financial planning practice operates and enjoys coaching, supporting and developing others.

This role would particularly suit an experienced Paraplanner or Financial Planning Administrator looking for a new challenge and an opportunity to use their operational expertise in a broader, business-facing role.

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 across England including London, Whiteley, 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 £12 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role?

The purpose of this role is to onboard, train, and upskill financial advisers, paraplanners, and administrative support staff. This role ensures the team masters internal financial planning software, follows strict compliance workflows, and delivers a consistent, high-quality client experience. You’ll have responsibility for a wide range of duties, including the following:

• Deliver training to new starters, provide refresher training for existing team members, and support the onboarding and integration of colleagues joining Saltus through newly acquired
• Deliver process and system training to staff on both an individual and group basis, using a blend of face-to-face and remote learning methods.
• Conduct training needs analysis to identify knowledge and skills gaps, and design, develop, and deliver training solutions to address these needs.
• Carry out discovery at acquiring Firms to understand current way of working and incorporate reference to changes during integration training.
• Create, maintain, and continuously improve training materials, ensuring all content remains up to date, accessible within the Learning Management System (LMS), and aligned with content management standards.
• Maintain accurate training records and ensure they are updated regularly and in a timely
• Assess and provide feedback on individuals' capability, competence, and training outcomes following the completion of learning
• Act as a super user and trainer for core systems eg Curo, One View, Wobi,
• Document standard operating procedures for core financial planning processes to support…