Advice Delivery Manager – Saltus (Borehamwood)
Saltus is a financial planning and discretionary investment management house dedicated to providing a high‑quality service for private clients, trusts, and smaller institutions. We are headquartered in Borehamwood and are looking for an experienced, organised, and driven Advice Delivery Manager to join our team.
Base Pay
£40,000 – £50,000 dependent on experience and location (London weighting considered) with a discretionary performance‑related bonus of up to 20% of salary based on completion of ADM Pod KPIs.
Responsibilities
* Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure.
* May be responsible for delivery of advice within more than one Pod depending on business requirements.
* Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation.
* Provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients.
* Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence.
* Own hiring and performance management of team members, working closely with the People team.
* Proactively provide regular updates to the Pod Leader on team performance and capacity.
* Ensure full accountability for team structure, service delivery, and Adviser support functions.
* Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively.
* Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high‑quality support while effectively supporting the Paraplanner bonus scheme.
* Work closely with the FP Training Team, responsible for training Planning Support and Paraplanners.
* Ensure team members understand their core duties, expectations, and service delivery requirements.
* Act as a first point of contact for any team issues or escalations.
* Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations.
* Work closely with the People and Training teams to drive ongoing professional development.
* Act as the key leadership figure within the Pod for Adviser support functions.
Qualifications & Experience
* Strong operational oversight with expertise in financial planning, paraplanning, and client support.
* Skilled in performance monitoring using MI to drive improvements and support structured bonus schemes.
* Proven leadership and team management within financial services; Minimum 3‑5 years experience in paraplanning or client services.
* Excellent stakeholder management, collaborating with leadership, training, and support teams.
* Strategic and organised, able to manage multiple priorities in a fast‑paced environment.
* Strong attention to detail, ensuring accuracy and consistency in all processes.
* Excellent communication skills with a client‑focused approach.
* Familiarity with FCA regulations and compliance standards within financial advice firms.
Person Specification
* Strategic thinker with extensive experience in Paraplanning, Planning Support, and Financial Planning.
* Competent, approachable leader focused on excellence in client experience.
* Thrives in a busy environment, managing deadlines while staying calm.
* Strong attention to detail with a focus on accuracy and clear communication.
* Excellent verbal and written communication, including proofreading and grammar skills.
* Proactive approach to solving operational challenges.
Qualifications Encouraged
Personal Finance Society / CII credentials are encouraged. Applicants without formal qualifications must demonstrate a clear understanding of the advice process, empathy and acute awareness of Planning Support or Paraplanning roles.
Location
The ADM will be based out of our Borehamwood office, supporting client‑facing staff and data entry as part of our front‑line distribution of financial services.
Benefits
28 days holiday (plus bank holidays and birthday), study assistance, life assurance, income protection, private medical and a pension, alongside access to our flexible benefits platform.
About Saltus
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and to prevent it being a source of anxiety. Saltus values a culture of excellence, growth, and fun.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Management
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