Trainee Paraplanner

Saltus; Truro; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

25 days holiday

Life assurance

Pension

Flexible benefits platform

Job summary

A financial services firm is seeking a skilled Report Writer to join their team in Truro. The successful candidate will be responsible for delivering high-standard support to advisers, ensuring compliance and maintaining client confidentiality. Applicants should have at least 2 years in the Financial Services sector, with experience in report writing. The role offers a salary of £30-35,000, flexible working hours, and a supportive company culture with numerous benefits including 25 days holiday and life assurance.

Qualifications

• Minimum of 2 years experience in Financial Services.
• 1 year experience in Report Writing/Trainee Paraplanning role.
• Familiarity with Financial Services back office systems.

Responsibilities

• Log and manage paraplanning requests from advisers.
• Prepare cash flow modelling forecasts.
• Draft suitability reports based on fact find information.

Skills

Communication skills

Problem-solving skills

Time management

Attention to detail

Teamwork

Education

Level 4 Qualified CII or equivalent

Tools

Microsoft Word

Outlook

Job description

We are looking for a high calibre Report Writer 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 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 £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What does this role look like?

• To deliver high standard support to advisers within the financial services team, ensuring compliance procedures and internal systems and processes are followed.
• To work seamlessly with the existing team.
• To develop on an ongoing basis with training and support from your line manager, with a view to progressing to a Level 4/6 qualification.
• To maintain client confidentiality, data protection and other legislative and organisational responsibilities.
• To seek opportunities for continuous improvements and feedback to your line manager.
• To be flexible and tackle a variety of tasks on behalf of the team.
• To undertake Continuous Professional Development (CPD) to meet regulatory requirements, both internally and externally.
• Ability to take complex information and put this into clear, concise reports.
• Maintain an in-depth understanding of the financial industry to deliver confident writing at multiple levels.
• Ensuring all data and analysis are accurate.
• Be familiar with financial regulations and ensure reports comply with these standards.
• Financial reports produced in a timely manner, requiring efficient time management.

Main duties and responsibilities

• To log and manage paraplanning requests from advisers.
• To provide paraplanning support for basic and complex new business such as; individual protection, business protection, Investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments.
• To assist the Pension Switch Team as needed.
• To ensure the adviser has sufficient know your client information recorded within the back-office system, including fact find, objectives and rationale, attitude to risk, investment objectives and existing plan information.
• To liaise with advisers where information is incomplete or unclear.
• To conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information (using Dynamic Planner & FE Analytics).
• To prepare cash flow modelling forecasts in line with group cashflow guidance.
• To draft suitability reports based on fact find information, file notes and research.
• To seek approval from the adviser and finalise suitability reports, including remedial work as specified by the file checking team.
• Working towards Level 4 Qualified CII or equivalent qualification.
• Minimum 2 years experience working in the Financial Services sector. Minimum 1 year experience in Report Writing/Trainee Paraplanning role.
• Experience of Financial Services back office systems.
• Computer literacy with knowledge of word and outlook.
• Ability to provide high quality work, spotting and rectifying errors to layout, format, spelling and grammar as appropriate.
• Good planning, organisation and time management.
• Able to demonstrate problem solving skills.
• A positive can-do attitude and a strong desire to deliver high quality results.
• Able to use good judgement and initiative.
• Able to demonstrate reliability, discretion, confidentiality and flexibility.
• Proven experience in working as part of a team.

Where will I be working?

We are looking for someone to be based from our Truro office 5 days a week, and the core office hours are 09.00 – 17.00. 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 £30-35,000 depending on experience working 35 hours per week, alongside 25 days’ holiday (plus bank holidays), life assurance 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 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!