Trainee Paraplanner / Paraplanner (Permanent) in Cornwall, Truro

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.

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.

Key Responsibilities:

• Deliver high standard support to advisers within the financial services team, ensuring compliance procedures and internal systems and processes are followed.
• Develop on an ongoing basis with training and support from your line manager, with a view to progressing to a Level 4/6 qualification.
• Maintain client confidentiality, data protection and other legislative and organisational responsibilities.
• 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.
• Maintain an in-depth understanding of the financial industry to deliver confident writing at multiple levels.
• Ensure all data and analysis are accurate.
• Be familiar with financial regulations and ensure reports comply with these standards.
• Produce financial reports in a timely manner, requiring efficient time management.
• 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.
• Conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information (using Dynamic Planner & FE Analytics).

Requirements:

• 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.
• A positive can-do attitude and a strong desire to deliver high quality results.

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.

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.