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- Tasks: Analyse client info, perform tax calculations, and construct tailored financial solutions.
- Company: Join Saltus, a forward-thinking financial services firm in Newcastle.
- Benefits: Earn up to £45,000, enjoy 25 days holiday, and access flexible benefits.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: CII Level 4 diploma and 3 years paraplanning experience required.
- Other info: Hybrid working model with opportunities for professional development.
The predicted salary is between 35000 - 45000 £ per year.
Paraplanner role at Saltus – Newcastle Upon Tyne, England, United Kingdom
Base Pay: Up to £45,000 | Full time | Hybrid working (3 days in office)
Responsibilities:
- Analyse client information and existing investments/policies
- Perform tax calculations
- Construct appropriate solutions for clients and make recommendations alongside advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Act as point of contact for technical queries for CS and advisers
- Communicate with clients about research and report timelines
- Attend client meetings where required
- Help train other team members
- Potentially contribute to project work improving systems and processes
- Undertake peer reviews within the paraplanning team
Essential Attributes:
- 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
- Minimum of 3 years’ experience in a paraplanning role
- Solid IT skills; experience with Curo, FE Analytics and Voyant is advantageous
- Excellent attention to detail
- Team player with strong verbal and written communication skills
- Comfortable working in a fast‑paced environment
- Organised and able to manage a busy workload
Location & Working Hours:
Work from our Newcastle office with a hybrid model: 3 days in office and 2 days remote. The role is 35 hours per week between 9:00 – 17:00.
Benefits:
Salary £35,000 – £45,000 depending on experience plus 25 days’ holiday (plus bank holidays), life assurance, income protection, pension and access to a flexible benefits platform.
Seniority Level: Associate
Employment Type: Full‑time
Job Function: Other
Paraplanner in Newcastle upon Tyne employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products and demonstrate your analytical skills. We want to see you shine!
✨Tip Number 3
Don’t forget to showcase your soft skills! Being a team player and having strong communication abilities are key in this role. Share examples of how you've worked well with others or communicated complex ideas.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in analysing client information and writing suitability reports, as these are key aspects of the job. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills: Since strong technical knowledge is essential, don’t forget to mention your familiarity with financial products and any relevant software like Curo or FE Analytics. We love seeing candidates who can hit the ground running!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how your experience aligns with our needs. We appreciate a personal touch that shows us who you are beyond your qualifications.
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 the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products. Be ready to discuss tax calculations and suitability reports, as these are key aspects of the Paraplanner role. Familiarity with tools like Curo, FE Analytics, and Voyant will definitely give you an edge.
✨Showcase Your Experience
With a minimum of 3 years in a paraplanning role, it's crucial to highlight your relevant experience. Prepare specific examples of how you've analysed client information or constructed solutions in the past. This will demonstrate your capability and confidence.
✨Communication is Key
As a Paraplanner, you'll need to communicate effectively with clients and team members. Practice articulating complex ideas clearly and concisely. Think about how you can explain your thought process during client meetings or when answering technical queries.
✨Be Organised and Ready
The role requires managing a busy workload, so show that you're organised. Bring a notebook or digital device to jot down important points during the interview. Also, prepare questions about the team's processes and how you can contribute to improving systems.
