Paraplanner - Hybrid Financial Planning & CAS Pathway in Lee-on-the-Solent

Paraplanner - Hybrid Financial Planning & CAS Pathway in Lee-on-the-Solent

Lee-on-the-Solent Full-Time No working from home possible
Saltus

Saltus is seeking a Paraplanner to support the Personal Advice Desk (PAD) advisers who have CAS status, including cashflow modelling and suitability reports under the Principal Financial Planner. The role is crucial for delivering high-quality financial planning and discretionary investment management.

You will contribute to case analysis, technical reviews and peer support within a collaborative, fast-paced team.

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Paraplanner - Hybrid Financial Planning & CAS Pathway in Lee-on-the-Solent 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.

Saltus

Contact Details:

Saltus Recruitment Team