Financial Planning Operations Trainer

Saltus; North East; Hybrid; GBP 38,000 - 55,000; Full time

Benefits offered by this job

Study assistance

Life assurance

Income protection

Pension

25 days holiday

Flexible benefits platform

Job summary

Saltus is seeking an experienced Paraplanner/Financial Planning Operations professional to lead onboarding, training and development across our Financial Planning business.

The role focuses on coaching, supporting and upskilling colleagues, using core systems and LMS resources to deliver effective learning experiences.

Qualifications

• 3–5 years experience in Financial Planning support or paraplanner roles.
• Strong understanding of financial planning processes, adviser support, and client servicing workflows.
• Interest in helping others learn and develop with clear explanations.

Responsibilities

• Deliver training to new starters and provide refresher training for existing staff.
• Design, develop and deliver training solutions addressing skill gaps.
• Create and maintain training materials accessible in the LMS and compliant with standards.
• Onboard acquired firms and adapt training during integrations.
• Build relationships with stakeholders to identify and prioritise training needs.

Skills

Training delivery

Coaching

Paraplanner experience

CRM familiarity

MS Office

Communication

Adaptability

Team mentoring

Education

DipFA/DipPFS

Tools

Salesforce

Curo

IO

Job description

We are looking for an experienced Paraplanner, Planning Administrator, Client Support Specialist or Financial Planning Operations professional who is passionate about helping others learn. This is an opportunity to step away from day-to-day casework and use your technical and operational expertise to support the onboarding, training and development of colleagues across our Financial Planning business.

You do not need to come from a professional training background. We are looking for someone who understands how a financial planning practice operates and enjoys coaching, supporting and developing others.

This role would particularly suit an experienced Paraplanner or Financial Planning Administrator looking for a new challenge and an opportunity to use their operational expertise in a broader, business-facing role.

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 a successful LLP, with a number of offices across England including London, Whiteley, Bath and Newcastle. 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.

Saltus is an independently 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 £12 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role?

The purpose of this role is to onboard, train, and upskill financial advisers, paraplanners, and administrative support staff. This role ensures the team masters internal financial planning software, follows strict compliance workflows, and delivers a consistent, high-quality client experience. You’ll have responsibility for a wide range of duties, including the following:

• Deliver training to new starters, provide refresher training for existing team members, and support the onboarding and integration of colleagues joining Saltus through newly acquired
• Deliver process and system training to staff on both an individual and group basis, using a blend of face-to-face and remote learning methods.
• Conduct training needs analysis to identify knowledge and skills gaps, and design, develop, and deliver training solutions to address these needs.
• Carry out discovery at acquiring Firms to understand current way of working and incorporate reference to changes during integration training.
• Create, maintain, and continuously improve training materials, ensuring all content remains up to date, accessible within the Learning Management System (LMS), and aligned with content management standards.
• Maintain accurate training records and ensure they are updated regularly and in a timely
• Assess and provide feedback on individuals' capability, competence, and training outcomes following the completion of learning
• Act as a super user and trainer for core systems eg Curo, OneView, Wobi,
• Document standard operating procedures for core financial planning processes to support training experience and work with Advice Quality Team to obtain
• Build and maintain strong relationships with internal and external stakeholders to ensure training requirements are effectively identified prioritised and
• Identify and respond proactively to new or evolving training requirements arising from organisational change, business acquisitions, new products, system enhancements, policy updates or strategic initiatives.
• Support the continuous improvement of training programmes, processes and learning resources to enhance learner engagement, knowledge retention and operational effectiveness.
• Demonstrate a willingness to get involved in other projects within the business as required.

What skills and experience do I need to have?

We think that the best candidate for this role will have:

• Minimum 3-5 years experience within the Financial Planning industry carrying out planning support and/or paraplanner roles.
• A strong understanding of financial planning processes, adviser support, suitability reporting, client servicing and business workflows.
• An interest in helping others learn and develop, with the confidence to explain processes and systems clearly.
• Experience supporting colleagues, mentoring team members or acting as a "go-to" person for systems and processes.
• Qualifications: DipFA/DipPFS (Level 4) is desirable but practical operational expertise is a priority.
• A high level of familiarity with CRMs such as Salesforce, Curo, IO etc is highly preferable
• The desire to take on a variety of tasks, adapting to changing business needs
• Excellent interpersonal, verbal, and written communication skills with strong attention to detail.
• Exceptional instructional ability, high patience, and clear, jargon-free communication skills
• The ability to take ownership and responsibility for tasks and projects, working autonomously and collaborating as needed with key stakeholders.
• Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel).

Where will I be working?

We’re incredibly flexible about where, 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. You’d be able to be based out of one of our many offices for three days each week, working the remainder of the week from home. This role will require regular travel between our office locations in order to deliver face to face training as required. 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?

Salary range £38– £55,000pa dependent on experience, alongside 25 days’ holiday (plus bank holidays), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform. 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 500+ 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!