At a Glance
- Tasks: Analyse client info, create cash flow models, and write suitability reports.
- Company: Join Saltus, an award-winning financial planning firm with a vibrant culture.
- Benefits: Up to £50,000 salary, 25 days holiday, and flexible hybrid working.
- Other info: Flexible working patterns and opportunities for professional development.
- Why this job: Make a real impact in a supportive environment while growing your career.
- Qualifications: CII Level 4 diploma and 2-3 years paraplanning experience required.
The predicted salary is between 36000 - 60000 € per year.
Farnham Office | Hybrid working | up to £50,000 pa DOE | Full-time
Are you an experienced Paraplanner who wants to work in a hybrid, award-winning environment where your technical expertise is truly valued? Saltus is growing and we would love you to be part of it.
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 a successful LLP, with a number of offices including London, Whiteley, Farnham, Bath and Newcastle. 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.
Saltus is an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
What will I be doing?
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
- Attend 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
- Leading Pod meetings
- Undertake peer reviews for the paraplanning team
What sort of person are you looking for?
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career 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
- Have a minimum of 2-3 years' experience within a paraplanning role
- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
- Have a good attention to detail
- Be a good team player
- Excellent communication skills, both verbally and in writing
- Be comfortable with working in a fast-paced environment
- Be organised and able to manage a busy workload
Where will I be working?
We are looking for someone to work from our Farnham office, and offer hybrid working, which includes a minimum of 2-3 days in the office, with the remainder at home. 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 up to £50,000 per annum depending on experience, alongside 25 days' holiday.
Paraplanner in Farnham employer: Saltus
Saltus is an award-winning financial planning and investment management firm located in Farnham, offering a hybrid working environment that values your technical expertise and promotes a culture of growth and fulfilment. With a commitment to employee well-being, Saltus provides flexible working arrangements, competitive salaries, and ample opportunities for professional development, making it an excellent employer for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at Saltus. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss cash flow models and suitability reports, as these are key areas for a Paraplanner role.
✨Tip Number 3
Show off your problem-solving skills during interviews. Think of examples where you've tackled complex financial issues and how you approached them. Saltus loves a natural problem solver!
✨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.
We think you need these skills to ace Paraplanner in Farnham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your technical skills and experience in producing cash flow models and suitability reports, as these are key aspects of the job.
Craft a Compelling Cover Letter:Your cover letter should reflect your passion for financial planning and how you align with Saltus's mission. Share specific examples of your past work that demonstrate your problem-solving abilities and attention to detail.
Showcase Your Qualifications:Don’t forget to mention your CII Level 4 diploma and any progress towards Chartered status. This shows us that you're serious about your professional development and committed to excellence in your field.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products and paraplanning processes. Be ready to discuss cash flow models and suitability reports, as these are key aspects of the role at Saltus.
✨Showcase Your Experience
Prepare to share specific examples from your past roles that highlight your problem-solving skills and ability to work with high-net-worth clients. This will demonstrate your fit for the team and the culture at Saltus.
✨Be Ready for Technical Questions
Expect questions that test your understanding of tax calculations and investment strategies. Practise articulating your thought process clearly, as communication is crucial in this role.
✨Emphasise Teamwork and Flexibility
Saltus values a collaborative environment, so be prepared to discuss how you've worked effectively in teams. Also, mention your adaptability to hybrid working, showing that you're open to their flexible approach.
