Paraplanner

Paraplanner role at Saltus – Newcastle Upon Tyne, England, United Kingdom

Up to £45,000 | Full time | Hybrid working (3 days in office)

• Analyse client information and existing investments/policies
• Perform tax calculations
• Construct appropriate solutions for clients and make recommendations alongside advisers
• Write suitability reports for cases of varying complexity
• Run cashflow models for clients
• Act as point of contact for technical queries for CS and advisers
• Communicate with clients about research and report timelines
• Attend client meetings where required
• Help train other team members
• Potentially contribute to project work improving systems and processes
• Undertake peer reviews within the paraplanning team

• Strong technical knowledge and understanding of all financial products
• Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status
• Minimum of 3 years’ experience in a paraplanning role
• Solid IT skills; experience with Curo, FE Analytics and Voyant is advantageous
• Excellent attention to detail
• Team player with strong verbal and written communication skills
• Comfortable working in a fast‑paced environment
• Organised and able to manage a busy workload

Work from our Newcastle office with a hybrid model: 3 days in office and 2 days remote. The role is 35 hours per week between 9:00 – 17:00.

Salary £35,000 – £45,000 depending on experience plus 25 days’ holiday (plus bank holidays), life assurance, income protection, pension and access to a flexible benefits platform.

Associate

Full‑time

Other