Paraplanner

Saltus

St Albans

Hybrid

GBP 38,500 - 49,500

Full time

14 days+

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Benefits offered by this job

25 days holiday

Life assurance

Income protection

Pension

Flexible benefits platform

Job summary

A financial planning firm in St Albans seeks an experienced Paraplanner to join their team. The ideal candidate will have strong technical knowledge, excellent communication skills, and at least 3 years in paraplanning. Offering hybrid work options and competitive salary ranging from £38,500 to £49,500, plus benefits like 25 days holiday. Join a nurturing culture focused on career growth and flexibility.

Qualifications

Minimum of 3 years' experience within a paraplanning role.
Confident dealing with HNW clients and professional connections.
Organized and able to manage a busy workload.

Responsibilities

Analyze client information and existing investments/policies.
Construct appropriate solutions for clients and make recommendations.
Write suitability reports for cases of varying complexity.

Skills

Technical knowledge of financial products

Excellent communication skills

Problem-solving

Attention to detail

Team player

IT skills

Education

CII Level 4 diploma in regulated financial planning

Tools

Curo

FE Analytics

Voyant

Job description

Saltus St Albans, England, United Kingdom

Paraplanner

Saltus St Albans, England, United Kingdom

3 weeks ago Be among the first 25 applicants

This range is provided by Saltus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Introduction

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.

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 have a number of offices in the South of England including London, Whiteley and Farnham.

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.

We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!

Saltus is a privately 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 £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Role and responsibilities

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

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.

They will:

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 our St Albans office, and offer hybrid working, which includes 2 days in the office, with the remainder at home. 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 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 £38,500 – £49,500 depending on experience, alongside 25 days’ holiday (plus bank holidays), 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. 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!

Seniority level