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- Tasks: Analyse client info, create cash flow models, and write suitability reports.
- Company: Join Saltus, an award-winning financial planning firm with a vibrant culture.
- Benefits: Salary up to £50k, performance bonuses, life assurance, and flexible working options.
- Other info: Enjoy hybrid working and a fun, collaborative atmosphere.
- Why this job: Make a real impact in a supportive environment while growing your career.
- Qualifications: CII Level 4 diploma, 2-3 years paraplanning experience, and strong IT skills.
The predicted salary is between 35000 - 50000 £ per year.
Farnham Office | Hybrid Working | Salary up to £50k DOE + excellent benefits
Are you an experienced Paraplanner who wants to work in a hybrid, award-winning environment where your technical expertise is truly valued? Saltus is growing and we’d love you to be part of it.
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 including London, Whiteley, Farnham, 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.
What will I be doing?
- 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
What sort of person are you looking for?
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.
- 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 2-3 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 Farnham office, and offer hybrid working, which includes a minimum of 2-3 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 £35,000 – £50,000 depending on experience, plus a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including:
- Life assurance and income protection
- Access to our flexible benefits platform
- A vibrant, inclusive culture where people genuinely enjoy coming to work
Just as importantly, you’ll be part of a business that’s committed to your growth and development. We work hard, but we also have a lot of fun along the way and we’re proud of the supportive, collaborative environment we’ve built.
Paraplanner – Farnham employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner – Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss cash flow models and suitability reports in detail. Show them you’re not just a paraplanner, but a problem solver who can add real value!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the Saltus team.
We think you need these skills to ace Paraplanner – Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role at Saltus. Highlight your technical skills and experience in paraplanning, especially with cash flow models and suitability reports. We want to see how your background aligns with our mission!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our team. Don’t forget to mention why you’re excited about working in a hybrid environment at Saltus.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects your ability to convey complex information clearly. Whether it’s in your CV or cover letter, we want to see your writing skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining the Saltus family!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products and paraplanning processes. Be ready to discuss cash flow models and suitability reports, as these are key aspects of the role at Saltus.
✨Showcase Your Experience
Prepare to share specific examples from your past roles that highlight your problem-solving skills and ability to work with high-net-worth clients. This will demonstrate your fit for the team and the culture at Saltus.
✨Be Ready for Technical Questions
Expect questions that test your understanding of tax calculations and investment policies. Practise explaining complex concepts in simple terms, as clear communication is crucial in this role.
✨Emphasise Teamwork and Flexibility
Saltus values collaboration and a flexible working environment. Be prepared to discuss how you've worked effectively in teams and how you adapt to different working patterns, showing that you're a good cultural fit.