INTRODUCTION

Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.
We’re excited to be expanding our presence and as part of this growth, we’re looking for a high calibre Paraplanner to join our Advice Delivery team and play a key role in supporting our advisers and clients.

WHAT WE’RE LOOKING FOR

We’re 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

As a Paraplanner at Saltus, you’ll 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