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.
What does this role look like?
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
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 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 either our Bath, Whiteley or Bournemouth office, and we offer hybrid working, with at least three days a week in the office. 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 you’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 between £35,000 - £50,000 depending on experience, alongside 25 days’ holiday (plus bank holidays and your birthday off!), 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.
Interested?
If this sounds like the right opportunity for you, we’d love to hear from you. Apply now or get in touch with our recruitment team at recruitment@saltus.co.uk if you have any questions or would like to discuss the role further.
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