Financial Planning Pod Leader (Newcastle)

Saltus Partners LLP; Newcastle upon Tyne; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning and asset management firm in Newcastle upon Tyne seeks an ambitious Financial Planning Pod Leader. The role involves providing high-quality, goal-based financial advice to clients, developing client relationships, and leading a small team of Financial Planners. Candidates should have relevant experience and a focus on client service. Offering competitive salary, uncapped bonus opportunities, and generous benefits.

Benefits

Private medical

Pension

Income protection

Death in service

Flexible benefits platform

Qualifications

• Proven ability to deliver high-quality financial advice to clients.
• Demonstrated leadership experience within the financial services industry.
• Strong knowledge of investments, ISAs, bonds, pensions, and protection.

Responsibilities

• Provide high-quality advice to clients including goal-based planning.
• Cultivate and nurture relationships with clients and business professionals.
• Lead a small group of advisers including supervision and coaching.

Skills

Financial planning

Client relationship management

Leadership experience

Communication skills

Time management

Education

Chartered Financial Planner (or close)

Minimum 5 years experience

Job description

Financial Planning Pod Leader (Newcastle)

We are recruiting an ambitious and high calibre, ideally Chartered, Financial Planner to join our growing Financial Planning team. With offices across England, we are looking for someone to join our team in the Newcastle area.

You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well as building a client book through developing and building relationships with prospects through client referrals and professional connections.

Opportunity Overview

There’s an opportunity for the right person to work in a growing and dynamic business that uses the best the technology can offer in giving talented people a head start when dealing with clients that require comprehensive financial planning. There is potential to be given a number of clients, and client leads however it is very important that the individual is self‑motivated and can self‑generate opportunities for themselves.

In addition to delivering exceptional client outcomes, this role will include acting as a line manager for a small group of Financial Planners, providing guidance, support, and helping to develop their skills and careers within the business.

Why Saltus?

Saltus is a financial planning and asset management house that is dedicated to providing a high‑quality service for private clients, trusts, and smaller institutions. 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 derive fulfilment and meaning from their work.

Saltus Partners was founded in 2004 and has grown both organically and through a number of carefully integrated acquisitions. Originally, the business started out as an asset management firm and has developed the financial planning side of the offering, now putting this at the forefront of the client relationship. We have a unique investment offering with particular expertise in alternative asset classes. The team have produced industry leading risk‑adjusted returns due to their approach.

We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy‑and‑build strategy that has been employed by the business, and which has been an important pillar of the firm’s growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices throughout England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career.

Today, Saltus has just over 425 employees and manages and advises on over £9 billion in client assets.

Responsibilities:

• Providing high quality advice to clients, including goal based planning, retirement and legacy planning, protection and proactively provide an ongoing service to clients
• Cultivating and nurturing relationships with individuals, their families, business owners and trusts
• Developing and maintaining a client bank emphasising a client centric approach to financial planning
• Developing and maintaining an ongoing rapport and service to clients and professional connections in line with internal services standards and industry regulations
• Ensuring adequate personal CPD is undertaken, and records maintained in association with Compliance and SPS in place
• Ongoing knowledge of financial markets and products, including appropriate legislative changes and committed to developing your professional skillset
• Demonstrating a willingness to get involved in other projects within the business that fall within your capabilities, which may occur from time to time
• The leadership of a small group of advisers, to include ongoing supervision, coaching and oversight

The person:

• You must be currently working as a Financial Planner, ideally Chartered (or very close to), with a minimum of 5 years experience
• Industry relevant knowledge of Investments, ISA’s, Bonds, pensions and Protection
• Proven experience in a leadership role within the financial services industry
• Excellent communication skills, both verbal and written
• Be capable of delivery high quality financial advice to new and existing clients.
• Be customer focused but commercially minded and having excellent attention to detail.
• Ability to communicate with departments across the business.
• Demonstrate adept time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously.
• Show a commitment to making well‑informed decisions even under pressure and proven desire to work with policy and process and not against
• Be willing to support and provide appropriate guidance/mentoring and advice to more junior members of the team, inside and outside of their pod responsibility

Salary/drawings are negotiable and will be based on experience and qualifications. There is also an uncapped formulaic bonus based on revenue generated which will be explained as required.

Generous holiday allowance and benefits (private medical, pension, income protection, death in service and flexible benefits platform). Industry leading sales programme provided. Relevant exam support for further qualifications can be provided after the successful completion of a probationary period, as well as a potential pathway to partnership and equity ownership to share in the growth of the business.