At a Glance
- Tasks: Analyse client info, create cash flow models, and write suitability reports.
- Company: Join a dynamic financial planning team in Bath with a hybrid work model.
- Benefits: Competitive salary, 25 days holiday, life assurance, and flexible benefits.
- Other info: Collaborative environment with opportunities for training and career growth.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: CII Level 4 diploma and 2-3 years paraplanning experience required.
The predicted salary is between 35000 - 50000 £ per year.
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.
Role and responsibilities
- 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 reports.
- 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 cash flow models for clients.
- Be a point of contact for technical queries for planning support and advisers.
- Communicate with clients on research and report time scales.
- Attend client meetings where required.
- Help train other members of the team.
- Potentially get involved in some project work to improve systems and processes.
- Undertake peer reviews for the paraplanning team.
Essential attributes the successful candidate should possess
- 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.
- Minimum 2‑3 years’ experience within a paraplanning role.
- Strong IT skills.
- Experience with Curo, FE Analytics and Voyant is advantageous.
- Good attention to detail.
- Good teamwork skills.
- Excellent communication skills, both verbally and in writing.
- Comfortable working in a fast‑paced environment.
- Organised and able to manage a busy workload.
Where will I be working?
Work from the Bath office with a hybrid arrangement: 3 days in the office, remainder working from home.
Benefits
Salary £35,000‑50,000 depending on experience. 25 days’ holiday plus bank holidays, life assurance, income protection, pension, and access to a flexible benefits platform. The role is 37.5 hours per week between 8:30‑5:30pm.
Paraplanner – Bath employer: Saltus Partners LLP
Join our dynamic team in Bath as a Paraplanner, where we prioritise employee growth and development in a supportive work culture. Enjoy a competitive salary, generous holiday allowance, and a hybrid working model that promotes work-life balance, all while contributing to meaningful financial solutions for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner – Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Saltus Partners LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner – Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Saltus Partners LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Saltus Partners LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Saltus Partners LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Saltus Partners LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Saltus Partners LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Saltus Partners LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
