Job Title

Paraplanner (Hybrid) Up to 45,000 | Full-time | Mid-senior level | Hybrid working (3 days in office) Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, were passionate about helping people build a better relationship with their wealth and were looking for someone like you to help us deliver on that mission. Were excited to be expanding our presence and as part of this growth, were looking for a high calibre Paraplanner to join our Advice Delivery team and play a key role in supporting our advisers and clients. Why Saltus? Saltus is a privately owned financial planning and discretionary investment management house, managing and advising on over 9 billion of client assets. Were proud to have been recognised as a Sunday Times Best Place to Work 2024 and a Professional Adviser Best Financial Advisers to Work For 2024 a testament to our commitment to creating a workplace where people can thrive. Our culture is built on collaboration, excellence, and fun. We want everyone who works at Saltus to feel proud of what they do, supported in their development, and empowered to make a difference. What youll be doing As a Paraplanner at Saltus, youll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What were looking for Were looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at ideally 3 years experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where youll be working This role is based in either our Whiteley, London or Bath office, with hybrid working available. We ask that you spend at least three days a week in the office, with the remainder of your time working from home. Were also open to discussing alternative working patterns, flexibility is important to us, and we dont want working arrangements to be a barrier to joining Saltus. What youll get in return We offer a competitive salary of up to 45,000 per annum (depending on experience), along with a comprehensive benefits package, including: 25 days holiday (plus bank holidays) Life assurance and income protection Pension scheme Access to our flexible benefits platform A vibrant, inclusive culture where people genuinely enjoy coming to work Just as importantly, youll be part of a business thats committed to your growth and development. We work hard, but we also have a lot of fun along the way and were proud of the supportive, collaborative environment weve built. Interested? If this sounds like the right opportunity for you, wed 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.55b20050-bc17-4e5d-bfce-3c406318dffc