How your CV stacks up
Upload your CV to see how well it fits this job role
?%
High Calibre Paraplanner – Bath Office (Hybrid Working)
📍 Bath Office | 🏡 Hybrid (3 days in office) | 💼 Up to £50,000 per annum DOE | 🕒 Full-time (37.5 hrs, 8.30am–5.30pm)
About Saltus
Saltus is a privately owned financial planning and discretionary investment management house, dedicated to improving clients’ relationship with wealth. Our mission is to make wealth a positive force for their future while alleviating financial anxiety.
With a proud track record of having won:
- Sunday Times Best Places to Work 2024
- Professional Adviser Awards 2025 (Best Financial Advisers to Work For)
we ensure an exceptional work environment with a focus on excellence and customer service.
Founded in 2004, Saltus has grown organically and via strategic acquisitions, managing and advising on ÂŁ11.2 billion+ in client assets.
The Role
We are looking for an experienced, high-calibre Paraplanner, with a strong technical background in producing cashflow models and suitability reports. The role will report to an Advice Delivery Manager, with key responsibilities including:
Core Responsibilities
- Analyse client information and existing investments/policies
- Perform tax calculations
- Construct tailored financial solutions and make recommendations to advisers
- Write suitability reports for varying case complexities
- Run cashflow modelling assignments for clients
- Be the primary point of contact for technical planning queries (both team and client-facing)
- Communicate updates to clients on research and reporting timelines
- Attend client meetings when required
- Assist in training new team members (mentorship)
- Potentially contribute to project work for process improvement
- Lead Pod (team) meetings
- Conduct peer reviews for the paraplanning team
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Essential Requirements
The ideal candidate will:
- Be confident working with HNW (high-net-worth) clients and professional networks
- Have exceptional problem-solving skills
- Strong technical knowledge of all financial products
- Hold (or be working towards) CII Level 4 Diploma in Regulated Financial Planning, with preference for those in CII Chartered status progression
- Have 2–3+ years’ experience in a paraplanning role
- Excellent IT skills (with advantageous industry experience in Curo, FE Analytics, or Voyant)
- High attention to detail
- Strong team player with good communication skills (verbal and written)
- Ability to thrive in a fast-paced environment
- Organised and capable of managing a busy workload
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Our Offer
- Salary: £35,000–£50,000 (DOE, depending on experience)
- Hours: 37.5 hrs/week (8.30am–5.30pm)
- Hybrid flexibility: 3 days in office, remainder remote (customisable—discuss preferences in interview!)
- Benefits:
- 25 days’ holiday (+ public holidays)
- Life assurance
- Income protection
- Pension scheme
- Access to flexible benefits platform
- Culture: Award-winning team that prides itself on a fun yet professional work environment, with endless focus on development and work-life balance.
Join Us
Saltus is more than a workplace; it’s a place where driven, passionate individuals thrive. If you believe you’d excel in our dynamic paraplanning team, we’d love to hear from you!
Let’s connect!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location