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’d love you to be part of it.
What will I be doing?
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 the Paraplanner 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
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 Hampstead office, and offer hybrid working, which includes a minimum of 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 £35,000 – £50,000 depending on experience, plus a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including:
- Life assurance and income protection
- Access to our flexible benefits platform
- A vibrant, inclusive culture where people genuinely enjoy coming to work
Just as importantly, you’ll be part of a business that’s committed to your growth and development. We work hard, but we also have a lot of fun along the way and we’re proud of the supportive, collaborative environment we’ve built.
