Paraplanner; Remote

Paraplanner (Remote)

Remote | UK Based

Salary up to £35k + excellent benefits

We’re looking for an experienced and proactive Paraplanner to join our growing team, supporting a nationwide network of Independent Financial Advisers within Abacus. In this key role, you’ll help deliver exceptional client outcomes by producing accurate, compliant, and thoroughly researched financial recommendations.

As part of the Saltus Group, Abacus specialises in supporting independent advisers through a highly resourced, collaborative model that allows them to focus on what matters most — providing outstanding advice and service to their clients. Our structure provides advisers with the tools, systems, compliance support, and back‑office assistance they need to run efficient, successful practices without compromising their independence.

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 recognised 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.

As a key member of our central support team, you’ll work closely with advisers to prepare suitability reports, conduct product and fund research, and ensure advice is both compliant and client‑centric. You’ll have the opportunity to develop strong relationships with advisers while contributing to the smooth, efficient operation of their businesses.

This role will:

• Deliver high standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance procedures and internal systems and processes are followed.
• Work seamlessly with the existing paraplanning team.
• Develop on an ongoing basis with training and support from your line manager, with a view to progressing to a Level 6 qualified paraplanner.
• Maintain client confidentiality, data protection and other legislative and organisational responsibilities.
• Seek opportunities for continuous improvements and feedback to your line manager.
• Be flexible and tackle a variety of tasks on behalf of the team.
• Undertake Continuous Professional Development (CPD) to meet regulatory requirements, both internally and externally.

• Log and manage paraplanning requests from advisers.
• Provide paraplanning support for basic and complex new business such as individual protection, business protection, investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments.
• Assist the Pension Switch Team as needed.
• Ensure the adviser has sufficient “know your client” information recorded within the back‑office system, including fact find, objectives and rationale, attitude to risk, investment objectives and…