Farnham (Remote) · Full timeVolunteer

Introduction 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. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force [...]Read More... from Paraplanner See details

Whiteley (On site) · Full time

The Personal Advice Desk (PAD) is the team responsible for the delivery of our Select proposition, a fully functioning component of Saltus Financial Planning. PAD facilitates the management of our smaller clients, typically those with investible assets less than £250,000. The team consists of two core functions: Relationship Management and Advice. The Relationship Managers are [...]Read More... from Head of Select Advice See details

Fareham (Remote) · Full timePart timeVolunteer

The individual will support the Director of Wealth Operations to assist with the continued digital transformation of the Financial Planning business and build out the quality of our advice reports and letters. Helping to automate advice processes, production of reports, and the generation of advisory documentation that is given to clients, this role will focus [...]Read More... from Advice Quality & Automation Manager See details