Financial Services Specialist
2 months ago
We are proud of our culture and work hard to create a great place to work, with a passion for excellence and customer service. At Saltus Partners LLP, we are a privately owned financial planning and discretionary investment management house, dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
About the Role:The successful candidate will demonstrate a background in providing high-level technical paraplanning, including producing cash flow models and high-quality suitability reports.
- Analyse client information and existing investments/policies
- Tax calculations
- Construct solutions and make recommendations with advisers
- Write suitability reports for varying complexity cases
- Run cashflow models for clients
- Be a point of contact for technical queries
- Communicate with clients on research and report time scales
- Attend client meetings where required
- Help train other team members
- Potentially work on project improvements
- Undertake peer reviews
The ideal candidate will be confident with HNW clients and professional connections, and a natural problem solver. They will:
- Demonstrate strong technical knowledge and understanding of financial products
- Be level 4 diploma qualified, ideally working towards Chartered status
- Have 3 years' experience in paraplanning
- Have strong IT skills, experience with 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 a fast-paced environment
- Be organised and able to manage a busy workload
We offer flexible working, a salary range of £35,000 - £45,000, 28 days' holiday, life assurance, income protection, pension, and access to benefits.
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