Paraplanning Team Leader - Fareham, United Kingdom - Saltus

Saltus

Verified Company

Fareham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Why Saltus

Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.

We have a number of offices in the South of England including London, Whiteley and Farnham.

We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.

Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions.

Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £3 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Role
The role will report to the Head of Paraplanning, and the key areas of the role are as follows:

Day to day management of paraplanners
Tracking paraplanners' competency and training needs
Running quarterly reviews for your direct reports
Perform end of year remuneration review meetings
Training team members and supporting their development
Produce and analyse management information
Actively manage and take responsibility for the performance to your team
Undertake peer reviews for the paraplanning team, provide feedback and identify areas for further training/development
Getting involved in project work to further improve our systems and processes
Reviewing and documenting procedures
Helping to maintain templates and tools
Analyse client information and existing investments/plans
Maintain a level of paraplanning work to support as overflow for the team:
Tax calculations (IHT/CGT/bonds etc)
Construct appropriate solutions for clients 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
Communicating with clients on research and report time scales
Attend client meetings where required

Responsibilities

Ensure all work completed by yourself and your team is accurate and completed to a high standard
Work with the Paraplanners in your team to develop them and ensure they have the support they need to progress
Keep clear and up to date records relating to the management of your team
Ensure your team is hitting appropriate targets and deadlines
Take responsibility for the for the management information provided by your teams to ensure it is accurate and up to date
Think client when you are writing a report to ensure the report is client friendly and easy to digest
Taking ownership of the clients experience by ensuring you effectively manage your cases throughout the process
Strive to meet all points on the PP service charter

Person

Demonstrate a strong technical knowledge and understanding of all financial products
Experience within the financial services industry and have had at least 5 years Paraplanning experience
Excellent communication skills, both verbally and in writing
Ability to communicate effectively with departments across the business as well as clients
Ensuring you are a good role model to other members of the team by being proactive and positive
Being comfortable with working in a fastpaced environment that experiences lots of developments and changes
Be organised and able to manage a busy workload
Being a good team player and offering to help the team where you can
Confident in running training sessions/meetings
Happy to share knowledge and experience with the wider team
Completed, or be well on their way to completing their Level 6 Advanced Diploma in regulated Financial Planning
Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
Take responsibility for your own development including being aware of your knowledge gaps and actively working to close these gaps.

Where will I be working?

We are looking for someone to work from one of the following Saltus offices - Solent, Bournemouth, Bristol, Bath or St Albans 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 that they're looking for.

We are passionate about championing flexible working for our pe