Paraplanning Expert

Saltus Partners LLP is a financially stable company seeking an experienced Paraplanning Expert to join our team. The successful candidate will have a background in high-level technical paraplanning, including cash flow modeling and suitability reporting.

This is a unique opportunity to work from our Whiteley office, with hybrid working arrangements (2 days in the office, remainder at home). As a Paraplanning Expert, you will be responsible for analysing client data, conducting tax calculations, constructing solutions, and communicating with clients.

• Responsibilities include producing high-quality suitability reports, running cash flow models, and providing technical support
• You will work closely with advisers to deliver exceptional client service
• A key aspect of this role is to maintain excellent relationships with clients and colleagues
• Your expertise in financial products and services will enable you to provide tailored solutions

To be considered for this position, you must possess:

• Level 4 diploma qualification, preferably working towards Chartered status
• At least 3 years of experience in paraplanning, with a focus on high-net-worth clients
• Strong IT skills, with proficiency in Curo, FE Analytics, and Voyant
• Exceptional communication and organisational skills
• Able to work in a fast-paced environment and prioritise tasks effectively

As a valued member of our team, you will receive a competitive salary range of £35,000 - £45,000, plus benefits including flexible working, 28 days' holiday, life assurance, income protection, pension, and access to additional perks.