SALTUS Salary

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3 reviews in total
  London
122-124 TEMPLE CHAMBERS 3-7 TEMPLE AVENUE LONDON EC4Y 0DA ENGLAND
TIN: 08138750
  Consulting services
Rating of the company
based on 0 evaluations
3 reviews in total

Earnings on positions in SALTUS

Estimated salary

£ 2916

Median salary at SALTUS

£ 2333 Lowest salary
£ 3583 The average salary
£ 7083 Highest salary

SALTUS is looking for employees for positions:

team leader

Working hours

  • full-time | Part-time | Permanent

Responsibility

  • 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
  • we are looking for a high calibre Paraplanning Team Leader to join our growing team. The ideal candidate should show strong leadership skills, whilst having excellent empathy and understanding of the role
  • 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

Salary

  • salary

business development executive

Working hours

  • full-time | Part-time | Permanent

Salary

  • salary

Responsibility

  • Ÿ Carry out a fact-find of the client’s circumstances to determine if any additional assets are in scope
  • Ÿ Update the sales system to ensure all client interactions and process stages are captured effectively
  • Ÿ Support management in improving the overall process and surfacing the data required for effective case tracking
  • Ÿ Work closely with the tech team to create a target list within the customer base and prioritise effectively to improve your chances of success
  • Ÿ Maintain ongoing knowledge of financial markets and products, including appropriate legislative changes
  • Ÿ Identify any potential hurdles to transfer due to the nature of the third-party product or the client’s reason for holding them
  • Ÿ Work closely with a member of the Saltus adviser team to effectively hand over cases to receive formal advice and commence a transfer
  • Ÿ Work to improve your financial planning knowledge over time as well as develop an in-depth understanding of the Select offering and our USPs

paraplanner

Salary

  • salary

Responsibility

  • analyse client information and existing investments/policies
  • tax calculations
  • construct appropriate solutions for clients and make recommendations in conjunction with the advisers
  • write suitability reports for cases of varying complexity
  • run cashflow models for clients
  • we are recruiting an experienced, high calibreParaplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report
  • we are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report
  • be a point of contact for technical queries for CS and advisers

Requirements

  • the successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver
  • the role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business
  • paraplanning: 3 years

administrator

Education

  • bachelor's

Requirements

  • the successful candidate will be delivery orientated and a well-organized individual. IOC or CII qualifications are preferrable but not a necessity
  • knowledge of investment products ISAs, GIA’s & wrapped products
  • experience in securities and static data maintenance is beneficial
  • experience of using CRM systems
  • be a good team player
  • experience of challenging the status quo in respect of processes
  • A strong passion for delivering excellent customer service
  • A self-starter, who owns own development journey

Responsibility

  • process instructions received via our internal systems and by email, with great attention to detail and at pace
  • daily cash and stock reconciliations
  • managing security static data and setting up new securities
  • responsible for processing daily client cash withdrawals and internal cash movements
  • we are recruiting for an experienced administrator, who can demonstrate a background of providing high quality administration and customer service within the financial service industry
  • managing client deposits, collecting initial fees, and investing cash
  • this candidate should be able to effectively work in a fast paced, high-pressure environment, proactively managing own time and prioritizing work according to service level agreements
  • providing ad hoc client/quarterly valuations, annual tax reports

client administrator

Salary

  • salary

Requirements

  • knowledge of investment products ISAs, Pensions, Bonds
  • the successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience

Responsibility

  • to always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility

compliance manager

Responsibility

  • scoping, building, and delivering a robust first line function and strategy at Saltus Financial Planning
  • supporting the structured handover of first line tasks currently with the Central Compliance function
  • oversight of adviser CPD and SPS logs and gathering quarterly Chartered information for the annual submission to the PFS
  • production, maintenance, and future development of the Adviser Bonus Overlay
  • production, maintenance and future development of the paraplanning Bonus Overlay
  • supporting the Financial Planning Leadership Team with key decisions on distribution strategies, so that the financial advice that is provided is the best in class
  • you will advise the FP Leadership Team on changes to the Advice framework, provide consultation to the Leadership Team with horizon scanning and consumer duty compliance, with forward thinking compliance leadership
  • closely supporting the production and development of our suitability reports

Requirements

  • compliance management: 3 years
  • financial planning: 1 year

manager

Responsibility

  • developing an integrated Group’s Risk Management Framework to ensure that it is commensurate with the Group’s scale and complexity
  • ownership of the Group ICARA, including ensuring that documents and associated submissions are prepared, reviewed, challenged and approved
  • reviewing and challenging risk reporting, assessments, incidents and assurance activities
  • acting as a dedicated Risk Partner to the Group’s regulated boards with associated ownership of the RMF and Risk Appetite Statements
  • provide training across the firm to embed a risk aware mindset
  • annual updating of the RMF and RAS, ensuring they are up to date with any changes / modifications and presented to the Group’s Risk Committee for annual sign-off
  • taking ownership of the co-ordination and preparation of the quarterly Risk Committee pack, ensuring operational risk reporting and management information is shared with the Risk Committee and relevant entity Boards within the Group
  • management of the risk reporting and incident log, to capture crystallisation events and measure any risk impact

Earnings on positions in SALTUS

Average salary in this position
Average salary in this position in the country
administrator
2500 £
-12%
2205 £
client administrator
2333 £
-8%
2147 £
compliance manager
5000 £
-19%
4085 £
manager
7083 £
-53%
3379 £
paraplanner
2916 £
-1%
2887 £

National average salary

2950 £

Average salary in this company

3583 £