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- Tasks: Join us as a Paraplanner, analysing client info and crafting tailored financial solutions.
- Company: Saltus is an award-winning financial planning firm dedicated to enhancing clients' relationships with wealth.
- Benefits: Enjoy hybrid working, competitive salary, 25 days holiday, and a vibrant workplace culture.
- Why this job: Be part of a supportive team in a fun environment, recognised as one of the Best Places to Work.
- Qualifications: CII Level 4 diploma required; 3 years paraplanning experience preferred, with strong IT skills.
- Other info: Flexible working patterns available; we value your work-life balance!
The predicted salary is between 32500 - 44000 £ per year.
Saltus St Albans, England, United Kingdom
Paraplanner
Saltus St Albans, England, United Kingdom
3 weeks ago Be among the first 25 applicants
This range is provided by Saltus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Introduction
We are looking for a high calibre paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Why Saltus?
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 have a number of offices in the South of England including London, Whiteley and Farnham.
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. Join our award-winning team and be a part of our continued success!
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 £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.
Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.
The role will report to an Advice Delivery Manager, and the key areas of responsibility are as follows:
- 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
- Undertake peer reviews for the paraplanning team
Essential attributes the successful candidate should possess
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.
They will:
- 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 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 St Albans office, and offer hybrid working, which includes 2 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 £38,500 – £49,500 depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!
Seniority level
- Associate
Employment type
- Full-time
Job function
- Administrative
- Industries
- Financial Services and Investment Management
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Paraplanner employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products and services that Saltus offers. Understanding their approach to wealth management will help you align your skills and experiences with their mission, making you a more attractive candidate.
✨Tip Number 2
Network with current or former employees of Saltus on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage during interviews.
✨Tip Number 3
Prepare to discuss your technical knowledge and experience in detail. Be ready to share specific examples of how you've successfully produced cash flow models and suitability reports, as these are key responsibilities for the role.
✨Tip Number 4
Showcase your communication skills by preparing thoughtful questions to ask during the interview. This not only demonstrates your interest in the role but also highlights your ability to engage effectively with clients and colleagues.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, particularly any technical skills and knowledge of financial products. Emphasise your ability to produce cash flow models and suitability reports, as these are key responsibilities for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how you align with Saltus's mission to improve clients' relationships with their wealth. Mention specific experiences that demonstrate your problem-solving skills and ability to communicate effectively with high-net-worth clients.
Showcase Relevant Qualifications: Clearly list your qualifications, especially the CII Level 4 diploma in regulated financial planning. If you're working towards Chartered status, mention this too. This will show your commitment to professional development and expertise in the field.
Highlight Team Collaboration: Since the role involves working closely with advisers and potentially training other team members, include examples of how you've successfully collaborated in previous roles. This will demonstrate your ability to be a good team player, which is essential for the position.
How to prepare for a job interview at Saltus
✨Showcase Your Technical Knowledge
As a paraplanner, it's crucial to demonstrate your strong technical knowledge of financial products. Be prepared to discuss specific examples from your experience, such as cash flow models or suitability reports you've worked on, to showcase your expertise.
✨Communicate Clearly and Confidently
Given the emphasis on communication skills in the job description, practice articulating your thoughts clearly. Use concise language and be ready to explain complex concepts in a way that is easy to understand, especially when discussing technical queries.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to analyse client information or construct solutions, and be ready to walk the interviewer through your thought process.
✨Demonstrate Team Collaboration
Since the role involves working closely with advisers and other team members, highlight your ability to collaborate effectively. Share examples of how you've contributed to team projects or supported colleagues in achieving common goals.
