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.
Role and responsibilities
The role will report to a paraplanning supervisor, 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
* Help to train other members of the team
* Potentially get 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.
* 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 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 Borehamwood office for the majority of the week. We’re 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 10% London weighting, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 35 hours per week between the hours of 9‑5pm. 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 450+ 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!
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