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- Tasks: Provide top-notch technical support to advisers and clients in financial planning.
- Company: Join an award-winning financial planning firm with a vibrant culture.
- Benefits: Competitive salary, performance bonuses, life assurance, and flexible working options.
- Why this job: Make a real impact in a supportive environment while growing your career.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning and paraplanning experience required.
- Other info: Hybrid working available; enjoy a fun, collaborative workplace.
The predicted salary is between 36000 - 60000 £ per year.
Are you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.
We’re excited to be expanding our presence and as part of this growth, we’re looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients.
Why Saltus?
Saltus is a privately owned financial planning and discretionary investment management house, managing and advising on over £10 billion of client assets. We’re proud to have been recognised as a Sunday Times Best Place to Work 2024 and a Professional Adviser Best Financial Advisers to Work For 2024, a testament to our commitment to creating a workplace where people can thrive. Our culture is built on collaboration, excellence, and fun. We want everyone who works at Saltus to feel proud of what they do, supported in their development, and empowered to make a difference.
What you’ll be doing
As a Paraplanner at Saltus, you’ll be responsible for delivering high-quality technical support to our advisers and clients. This includes:
- Analysing client information and existing investments or policies
- Performing tax calculations and constructing appropriate financial solutions
- Producing detailed suitability reports for cases of varying complexity
- Running cashflow models to support client planning
- Acting as a point of contact for technical queries from advisers and planning support
- Communicating with clients regarding research and report timelines
- Attending client meetings where appropriate
- Supporting the training and development of junior team members
- Contributing to projects aimed at improving our systems and processes
What we’re looking for
We’re looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will:
- Hold the CII Level 4 Diploma in Regulated Financial Planning (recently completed or experienced; working towards Chartered status is a plus)
- Experience in a paraplanning role
- Demonstrate strong technical knowledge across a broad range of financial products
- Be comfortable working with high-net-worth clients and professional connections
- Have excellent written and verbal communication skills
- Be highly organised and able to manage a busy workload
- Be a team player who enjoys collaborating with others
- Have strong IT skills
Where you’ll be working
This role is based in our Bath office, with hybrid working available. We ask that you spend at least two to three days a week in the office, with the remainder of your time working from home. We’re also open to discussing alternative working patterns; flexibility is important to us, and we don’t want working arrangements to be a barrier to joining Saltus.
What you’ll get in return
We offer a competitive salary of up to £50,000 per annum (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.
Interested?
If this sounds like the right opportunity for you, we’d love to hear from you. Apply now or get in touch with our recruitment team at recruitment@saltus.co.uk if you have any questions or would like to discuss the role further.
Paraplanner in Bath employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about letting them know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity at Saltus or elsewhere.
✨Tip Number 2
Prepare for those interviews! Brush up on your technical knowledge and be ready to discuss how you can deliver excellent client outcomes. Think about examples from your past experience that showcase your skills and how they align with what Saltus is looking for.
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep yourself top of mind and show your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We want to see your application come through directly, so make sure you hit that apply button on the Saltus site. It shows you’re genuinely interested in being part of our team and helps us keep track of your application.
We think you need these skills to ace Paraplanner in Bath
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role at Saltus. Highlight your technical expertise and experience in paraplanning, as well as your passion for delivering excellent client outcomes. We want to see how you fit into our culture of collaboration and excellence!
Show Off Your Skills: Don’t hold back on showcasing your strong written and verbal communication skills. Since you'll be producing detailed suitability reports and communicating with clients, it’s important to demonstrate your ability to convey complex information clearly. Let us know how you've done this in past roles!
Be Yourself: We’re looking for someone who is confident and detail-oriented, so let your personality shine through in your application. Share your experiences and what makes you passionate about financial planning. We love a bit of fun, so don’t be afraid to show us your unique approach!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people. Plus, it shows you’re keen to join our team at Saltus!
How to prepare for a job interview at Saltus
✨Know Your Stuff
As a Paraplanner, you'll need to demonstrate your technical expertise. Brush up on financial products, tax calculations, and suitability reports. Be ready to discuss specific examples from your past experience that showcase your skills.
✨Show Your Passion
Saltus is looking for someone who is passionate about delivering excellent client outcomes. During the interview, express your enthusiasm for helping clients build better relationships with their wealth. Share stories that highlight your commitment to client success.
✨Be a Team Player
Collaboration is key at Saltus. Prepare to discuss how you've worked effectively in teams before. Think of examples where you supported colleagues or contributed to projects that improved processes, as this aligns with their culture of teamwork.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about Saltus's approach to financial planning, their team dynamics, or opportunities for professional development. This shows you're genuinely interested in the role and the company.
