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- Tasks: Support financial advisers by writing clear, concise reports and managing paraplanning requests.
- Company: Join Saltus, an award-winning financial planning firm with a vibrant culture.
- Benefits: Enjoy a competitive salary, 25 days holiday, life assurance, and flexible working options.
- Why this job: Make a real impact in the financial industry while growing your career in a supportive environment.
- Qualifications: Experience in financial services and report writing; working towards Level 4 qualification.
- Other info: Be part of a fun team that values growth, flexibility, and excellence.
The predicted salary is between 24000 - 28000 £ per year.
We are looking for a high calibre Report Writer 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.
Why Saltus? 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.
We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!
Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.
What does this role look like?
- To deliver high standard support to advisers within the financial services team, ensuring compliance procedures and internal systems and processes are followed.
- To work seamlessly with the existing team.
- To develop on an ongoing basis with training and support from your line manager, with a view to progressing to a Level 4/6 qualification.
- To maintain client confidentiality, data protection and other legislative and organisational responsibilities.
- To seek opportunities for continuous improvements and feedback to your line manager.
- To be flexible and tackle a variety of tasks on behalf of the team.
- To undertake Continuous Professional Development (CPD) to meet regulatory requirements, both internally and externally.
- Ability to take complex information and put this into clear, concise reports.
- Maintain an in-depth understanding of the financial industry to deliver confident writing at multiple levels.
- Ensuring all data and analysis are accurate.
- Be familiar with financial regulations and ensure reports comply with these standards.
- Financial reports produced in a timely manner, requiring efficient time management.
Main duties and responsibilities
- To log and manage paraplanning requests from advisers.
- To 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.
- To assist the Pension Switch Team as needed.
- To 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.
- To liaise with advisers where information is incomplete or unclear.
- To conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information (using Dynamic Planner & FE Analytics).
- To produce quotes/illustrations using provider sites, Assureweb & IRESS.
- To prepare cash flow modelling forecasts in line with group cashflow guidance.
- To draft suitability reports based on fact find information, file notes and research.
- To seek approval from the adviser and finalise suitability reports, including remedial work as specified by the file checking team.
Relevant experience, skills & knowledge:
- Working towards Level 4 Qualified CII or equivalent qualification.
- Minimum 2 years experience working in the Financial Services sector.
- Minimum 1 year experience in Report Writing/Trainee Paraplanning role.
- Experience of Financial Services back office systems.
- Computer literacy with knowledge of word and outlook.
- Ability to provide high quality work, spotting and rectifying errors to layout, format, spelling and grammar as appropriate.
- Good planning, organisation and time management.
- Able to demonstrate problem solving skills.
- A positive can-do attitude and a strong desire to deliver high quality results.
- Able to use good judgement and initiative.
- Able to demonstrate reliability, discretion, confidentiality and flexibility.
- Proven experience in working as part of a team.
Where will I be working?
We are looking for someone to be based from our Truro office 5 days a week, and the core office hours are 09.00 – 17.00. 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 £30-35,000 depending on experience working 35 hours per week, alongside 25 days’ holiday (plus bank holidays), life assurance and a pension, alongside access to our flexible benefits platform. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!
Locations
Trainee Paraplanner in Cornwall, Truro employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in Cornwall, Truro
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Saltus. A friendly chat can open doors and give you insider info about the company culture and what they really value in a Trainee Paraplanner.
✨Tip Number 2
Prepare for the interview by brushing up on your report writing skills. Since this role involves producing clear and concise reports, practice explaining complex financial concepts in simple terms. This will show that you can communicate effectively, which is key for the job.
✨Tip Number 3
Show your passion for continuous learning! Mention any relevant courses or certifications you're pursuing, like the Level 4 CII qualification. This demonstrates your commitment to professional development and aligns with Saltus's values of growth and excellence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Saltus team and its fantastic culture.
We think you need these skills to ace Trainee Paraplanner in Cornwall, Truro
Some tips for your application 🫡
Show Off Your Communication Skills: Since we're on the lookout for a high calibre Report Writer, make sure your application reflects your top-notch communication skills. Use clear and concise language to demonstrate your ability to convey complex information effectively.
Tailor Your Application: Take a moment to customise your application for the Trainee Paraplanner role. Highlight relevant experience and skills that align with our mission at Saltus, showing us how you can contribute to improving everyone’s relationship with their wealth.
Be Timely and Efficient: We value efficiency, so ensure your application is submitted on time and is well-organised. This not only shows your time management skills but also your commitment to delivering high-quality work, just like we do at Saltus.
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 this exciting opportunity to join our award-winning team!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services and report writing. Familiarise yourself with common financial regulations and the specific services offered by Saltus. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Communication Skills
Since top-notch communication is key for this role, prepare to demonstrate your ability to convey complex information clearly. You might be asked to explain a financial concept or summarise a report during the interview, so practice articulating your thoughts in a concise manner.
✨Be Ready to Problem-Solve
Expect some scenario-based questions that test your problem-solving skills. Think about past experiences where you had to troubleshoot issues or manage tight deadlines. Be ready to share specific examples that highlight your ability to think on your feet and deliver high-quality results under pressure.
✨Emphasise Teamwork and Flexibility
Saltus values collaboration and adaptability, so be prepared to discuss how you've worked effectively within a team. Share examples of how you've tackled various tasks and adapted to changing priorities. This will show that you're not just a great individual contributor but also a team player who can thrive in their dynamic environment.