Advice Delivery Lead | Paraplanning & Client Support in Poole

Advice Delivery Lead | Paraplanning & Client Support in Poole

Poole Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Saltus Partners LLP

At a Glance

  • Tasks: Lead the Advice Support Functions to improve service delivery for Advisers and clients.
  • Company: Join Saltus Partners LLP, a dynamic financial services firm in Poole.
  • Benefits: Enjoy a competitive salary, performance bonuses, and flexible benefits.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Make a real impact in financial planning while leading a dedicated team.
  • Qualifications: Strong operational oversight and leadership experience in financial services required.

The predicted salary is between 40000 - 50000 £ per year.

Saltus Partners LLP is seeking an experienced Advice Delivery Manager for their Poole office. In this leadership role, you will manage the Advice Support Functions to enhance service delivery to Advisers and clients.

The ideal candidate will have:

  • a strong operational oversight
  • experience in financial planning
  • proven leadership skills in financial services

This position offers a competitive salary of £40,000 to £50,000, along with various benefits including a performance-related bonus and flexible benefits platform.

Advice Delivery Lead | Paraplanning & Client Support in Poole employer: Saltus Partners LLP

Saltus Partners LLP is an excellent employer, offering a dynamic work culture in the picturesque location of Poole. With a strong focus on employee growth and development, the company provides ample opportunities for professional advancement alongside a competitive salary and a flexible benefits platform, ensuring that employees feel valued and supported in their roles.

Saltus Partners LLP

Contact Details:

Saltus Partners LLP Recruitment Team

We think you need these skills to ace Advice Delivery Lead | Paraplanning & Client Support in Poole

Leadership Skills
Operational Oversight
Financial Planning
Service Delivery Management
Client Support
Adviser Relationship Management
Performance Management