Paraplanner

Saltus Partners LLP; Greater London; Hybrid; GBP 38,000 - GBP 45,000; Full time

Job summary

A leading financial services firm in Greater London seeks a Paraplanner for their dynamic team. The role involves analyzing client information, constructing solutions, and writing suitability reports. Ideal candidates will have a CII Level 4 diploma and strong communication skills. This position offers a hybrid work model, allowing for flexibility while working 2-3 days a week in the London office. Join a supportive and award-winning team dedicated to excellence in financial planning.

Benefits

Excellent benefits

Flexible working hours

Supportive work environment

Qualifications

• Must be able to deal with high-net-worth clients confidently.
• Strong technical knowledge of financial products.
• Able to work in a fast-paced environment.

Responsibilities

• Analyse client information and investments.
• Construct appropriate solutions for clients.
• Write suitability reports and run cashflow models.

Skills

Confidence with HNW clients

Problem-solving

Strong communication skills

Organizational skills

Attention to detail

IT skills

Education

CII Level 4 diploma in regulated financial planning

Tools

Curo

FE Analytics

Voyant

Job description

London Office | Hybrid Working | Salary up to £45k DOE + excellent benefits

Introduction

We are looking for a 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 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 £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

We are recruiting for a Paraplanner to report into an Advice Delivery Manager. This is an excellent opportunity for someone who is looking to take the next step. 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.

They will:

• Demonstrate a strong technical knowledge and understanding of all financial products
• Hold the CII Level 4 diploma in regulated financial planning
• 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 who can attend the London office 2-3 days per week, 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!