Paraplanner

1 day ago

Bournemouth, United Kingdom Saltus Full time

Saltus, Bournemouth, England, United Kingdom Paraplanner We are looking for a high calibre paraplanner 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. Role and responsibilities We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high‑level technical paraplanning including the production of cash‑flow models and high‑quality suitability reports. The role will report to an Advice Delivery Manager, and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write suitability reports for cases of varying complexity Run cashflow models for clients Be a point of contact for technical queries for CS and advisers Communicate with clients on research and report time‑scales Attend client meetings where required Help to train other members of the team Potentially get involved in some project work to further improve our systems and processes Undertake peer reviews for the paraplanning team Essential attributes the successful candidate should possess The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client‑facing but does want to be a key individual within a thriving business. Demonstrate a strong technical knowledge and understanding of all financial products Hold the CII Level 4 diploma in regulated financial planning, and ideally be working towards Chartered status Have a minimum of 3 years’ experience within a paraplanning role Have strong IT skills; experience of 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 working in a fast‑paced environment Be organised and able to manage a busy workload Where will I be working? We are looking for someone to work from our Bournemouth or Whiteley office, and offer hybrid working, which includes 2 days in the office with the remainder at home. 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 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 with us about it. What benefits do I get when working for Saltus? The salary is £35‑50,000pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8:30‑5:30pm. Just as importantly, you’ll get to experience our culture, which we really live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have a 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 Seniority level Associate Employment type Full‑time Job function Administrative #J-18808-Ljbffr

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