Paraplanner (Remote)

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.

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.

Main duties and responsibilities:

• 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 existing plan information.
• Liaise with advisers where information is incomplete or unclear.
• Conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information (using Dynamic Planner & FE Analytics).
• Prepare cash flow modelling forecasts in line with group cashflow guidance.
• Draft suitability reports based on fact find information, file notes and research.
• Seek approval from the adviser and finalise suitability reports, including remedial work as specified by the file checking team.

Requirements:

• Have a minimum Level 4 qualified CII or equivalent qualification – ideally working towards Level 6 qualified CII or equivalent qualification.
• Have a minimum of 2 years experience working in the Financial Services sector.
• Minimum 1 year experience in a trainee paraplanning role.
• Experience of Financial Services back‑office systems.
• Computer literacy with knowledge of Word and Outlook.
• Provide high quality work, spotting and rectifying errors to layout, format, spelling and grammar as appropriate.
• Good planning, organisation and time management.
• Demonstrate problem solving skills.
• Have a positive can‑do attitude and a strong desire to deliver high quality results.
• Use good judgement and initiative.
• Show reliability, discretion, confidentiality and flexibility.
• Proven experience in working from home and as part of a team.

This is a remote working role but you need to be UK based. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from working for Saltus as a result of the working pattern that you’re looking for.

The salary is up to £35,000 depending on experience working 35 hours per week, alongside 25 days’ holiday (plus bank holidays + your birthday off!), life assurance cover, study support and a pension, alongside access to our flexible benefits platform.