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Head of Paraplanning


Competitive, based on experience

We are a discretionary investment management company, providing investment management services and financial planning solutions to private clients.
We are a successful, privately owned, LLP, with 5 offices in the UK, a Channel Islands regulated subsidiary and one on-shore and two off-shore fund entities.
We have a strong, dynamic culture where everyone feels part of a team and where they can have fun and grow in their career.


Saltus Private Wealth Management


9 January 2020



Compliance, Investment, Pensions, Protection, Tax, Wealth Management

Contract Type



Full Time


The Role

We are looking for someone to oversee and manage our paraplanning team, which are based across a number of our offices.

Reporting to the Head of Compliance in our Solent office (Whiteley, Fareham), the key areas of responsibility are as follows:

  • Oversee and manage the Paraplanning team
  • Act as customer relationship manager for the internal customer base – i.e. the financial adviser team
  • Drive improvements in efficiency, turnaround times and quality of the paraplanning output through engagement with IT, data management, the advisers and compliance
  • Agreeing, monitoring, managing and reporting on team KPI’s
  • Co-ordinate, distribute, monitor and work on paraplanning projects and reports
  • Co-ordinate and manage any internal team problems and disciplinary matters in association with HR
  • Assist with the training and development of junior paraplanners
  • Willing to get involved in other projects within the business, which may occur from time to time, that fall within their capabilities

The Person

The successful candidate will be well organised and delivery orientated. They will:

  • Have relevant and extensive knowledge of financial planning and its function in the workplace
  • Provide a client-benefit driven focus, as well as an understanding of what makes for an efficient and happy team
  • Have completed industry related exams (Level 4 Diploma or better in regulated Financial Planning), or equivalent experience
  • Demonstrate experience of working with DFM solutions desirable
  • Have strong IT aptitude and believe in the power of automation of repetitive tasks; experience of Curo, FE Analytics and Voyant advantageous but not essential
  • Be a competent but approachable leader
  • Be happy to work in a busy and sometimes stressful environment, whilst maintaining a calm demeanour, in order to manage different deadlines
  • Have a strong attention to detail with a real focus on accuracy
  • Offer the ability to communicate with departments across the business, at all levels, as well as senior management and external partners
  • Be an effective communicator, both verbally and in writing


Depending upon experience and knowledge, a competitive salary, generous holiday allowance and benefits (pension, income protection and death in service).


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