Experienced Paraplanner Wanted for Farnham Office

2 days ago


Farnham, Surrey, United Kingdom Saltus Full time
About Saltus

We take great pride in our culture, striving to create a fantastic work environment where colleagues can thrive, grow, and have fun. At Saltus, we're dedicated to delivering high-quality services to private clients, trusts, and smaller institutions.

Our Commitment to Excellence

As a privately owned financial planning and discretionary investment management house, we've been serving our clients since 2004. We've grown organically and through strategic acquisitions, always ensuring that our values remain at the forefront of everything we do.

The Role: Paraplanner

We're seeking an experienced Paraplanner who excels in providing high-level technical support, including cash flow modeling and suitability reports. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products.

Key Responsibilities:
  • Analyze client information and existing investments to provide comprehensive solutions.
  • Produce high-quality suitability reports and cash flow models.
  • Train and develop other team members to ensure seamless collaboration.
  • Potentially contribute to project work aimed at enhancing systems and processes.
Requirements:
  • A proven track record in paraplanning, with expertise in financial products.
  • Excellent problem-solving skills and attention to detail.
  • Strong verbal and written communication skills.
  • Ability to work independently and as part of a team.
What We Offer:
  • A competitive salary range of £35,000 - £45,000, depending on experience.
  • A generous holiday package, including 28 days' annual leave and bank holidays.
  • Life assurance, income protection, and a pension scheme.
  • Access to a flexible benefits platform.
  • Opportunities for career growth and professional development.
  • A hybrid working arrangement, with two days in the office and three days at home.
Location:

Farnham GU9 7PT, with opportunities for remote work.


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