Paraplanner

Experienced Paraplanner Job – Hybrid role in Bournemouth with leading Wealth Management firm

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 £9 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

Leading Pod meetings

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 Bournemouth or Whiteley office, and offer hybrid working, which includes 2 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!

What benefits do I get when working for Saltus?

The salary is £35-50,000pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!

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