Company: Saltus Partners LLP
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 GBP250,000. The team consists of two core functions: Relationship Management and Advice. The Relationship Managers are [...]Read More... from Head of Select Advice See details
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
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
The individual will report to 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 [...]Read More... from Advice Quality & Automation Manager See details
Regional Sales Manager – Abacus (North and London) We are looking for an experienced Regional Sales Manager to provide support to our self-employed IFAs within the North and London regions, and to join the Abacus team as one of our team of adviser “captains”. If you are an experienced adviser who also has experience of [...]Read More... from Regional Sales Manager – Abacus (North and London) See details
We are looking for an experienced sales or operations manager to join our Truro office as Branch Manager, supporting our team of self-employed IFAs as well as all staff based from Truro. This is a high profile role which will give you the opportunity to develop strategically and work as part of the senior leadership [...]Read More... from Branch Manager (Truro) – Abacus See details
We are looking for an organised, enthusiastic and knowledgeable Training professional to join our growing Financial Planning Training Team, reporting to the Training Manager. As part of our team, you’ll have the opportunity to work in a fast-paced, collaborative environment where you’ll be able to utilise your skills and expertise to deliver amazing learning outcomes [...]Read More... from Training Associate See details
We are looking for an organised, enthusiastic and knowledgeable Training professional to join our growing Financial Planning Training Team, reporting to the Training Manager. As part of our team, you’ll have the opportunity to work in a fast-paced, collaborative environment where you’ll be able to utilise your skills and expertise to deliver amazing learning outcomes [...]Read More... from Training Associate See details
We are looking for an organised, enthusiastic and knowledgeable Training professional to join our growing Financial Planning Training Team, reporting to the Training Manager. As part of our team, you’ll have the opportunity to work in a fast-paced, collaborative environment where you’ll be able to utilise your skills and expertise to deliver amazing learning outcomes [...]Read More... from Training Associate See details
We are looking for an organised, enthusiastic and knowledgeable Training professional to join our growing Financial Planning Training Team, reporting to the Training Manager. As part of our team, you’ll have the opportunity to work in a fast-paced, collaborative environment where you’ll be able to utilise your skills and expertise to deliver amazing learning outcomes [...]Read More... from Training Associate See details
