Paraplanner

Saltus St Albans, England, United Kingdom

Saltus St Albans, England, United Kingdom

3 weeks ago Be among the first 25 applicants

This range is provided by Saltus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Introduction

We are looking for a high calibre paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.

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 have a number of offices in the South of England including London, Whiteley and Farnham.

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 £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Role and responsibilities

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 an Advice Delivery Manager, 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
• Undertake peer reviews for the paraplanning team

Essential attributes the successful candidate should possess

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 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 St Albans…