At a Glance
- Tasks: Support financial planning by analysing client info and preparing reports.
- Company: Join Saltus, a top-rated financial planning firm with a vibrant culture.
- Benefits: Enjoy a competitive salary, flexible working, and 25 days holiday.
- Other info: Flexible working patterns available to suit your lifestyle.
- Why this job: Be part of a winning team recognised for excellence in the financial industry.
- Qualifications: CII Level 4 diploma in regulated financial planning preferred.
We are looking for a Paraplanner to join our growing Personal Advice Desk (PAD) team. With a focus on financial planning and discretionary investment management, you'll be an integral part of ensuring that our clients' assets are managed efficiently and effectively.
PAD is the team responsible for the delivery of the Select proposition, a fully functioning component of Saltus Financial Planning. PAD facilitates the management of our clients with investible assets between £50,000 to £250,000.
Traditionally, some advisers begin as trainee advisers on the Saltus Financial Planner Pathway and PAD provides them with the experience to complete their stage 1 and stage 2 competent adviser status (CAS) assessments. This may lead to a long-term adviser role in PAD or move to Premier and manage their own client bank, as opportunities arise.
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 £11.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.
We are recruiting a Paraplanner with a solid technical background in supporting financial planning advice given by PAD advisers who have attained CAS, including the preparation of cashflow models and suitability reports to a high standard. The role will report to the Principal Financial Planner, and the key areas of responsibility are as follows:
- Analyse client information and existing investments/policies
- Tax calculations
- Attend virtual client meetings where required
- Helping to train other members of the team
- Potentially getting involved in some project work to further improve our systems and processes
The role may suit an able Paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.
Demonstrate a strong technical knowledge and understanding of all financial products.
Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status.
Excellent communication skills, both verbally and in writing.
We are looking for someone to work from either Bath, Solent or Bournemouth office, and offer hybrid working, which includes 3 days in the office. 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 between £35,000 - £45,000 depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform.
Pension Paraplanner in England employer: Saltus
Saltus is an exceptional employer, recognised as one of the Best Places to Work by the Sunday Times and Professional Adviser awards, reflecting our commitment to a vibrant work culture that prioritises employee growth and satisfaction. With flexible working arrangements from our Penarth or Bath offices, alongside competitive benefits such as 25 days' holiday and a strong focus on customer service excellence, we ensure our team members thrive both personally and professionally in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Paraplanner in England
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Saltus. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pension Paraplanner in England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Saltus.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Saltus's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Saltus
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Saltus.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Saltus will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Saltus employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
