Advice Delivery Manager (Borehamwood)

We areseekinganexperienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. Thisrole willreportto thelocalPod Leader. In this role, you will work closely withthe Pod Advisers,Regional Directors, the Training and Peopleteams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice.

Operating in a fastpaced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering highquality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will helpmaintainthe highest standards in client service while ensuring seamless operational support.

Advice Delivery Manager

The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functionsoperateefficiently, delivering structured, high-quality support to Advisers and clients whilemaintainingclear accountability within the Pod.

By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency andmaintainingexcellence in service delivery, enabling Advisers to dedicate more time toclientsand ensuring Saltus delivers the highest level of service. This roleis responsible forhiring, performance management, and team development.

Why Saltus?

Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.

We are a successful LLP, witha number ofdifferent offices.We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

Saltus is an independently owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions.Saltus wasfounded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £9billion of client assets,acquiredthrough a combination of organic business growth and corporate acquisitions.

Advice Delivery Manageris responsible for(responsibilities):

An important responsibility for the ADM is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The ADMswork together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned.

• Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure.
• An ADM may have responsibility for thedelivery of advicewithinmore than one Pod depending onbusinessrequirements, and the size of the pods at that time.
• Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation.
• Work to provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients.
• Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence.
• Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards.
• Proactively provide regular updates to the Pod Leader on team performance and capacity.
• Ensure full accountability for team structure, service delivery, and Adviser support functions.
• Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively.
• Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme.
• Work closely with the FP Training Team, which willbe responsible fortraining Planning Support and Paraplanners.
• Ensure team members understand their core duties, expectations, and service delivery requirements.
• Act as a first point of contact for any team issues or escalations.
• Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations.
• Work closely withthe Peopleand Training teams to drive ongoing professional development for
• Act as the key leadership figure within the Pod for Adviser support functions.

What skills and experience do I need to have?

To be successful in this role, the ideal candidate will have:

• Strong operational oversight withexpertisein financial planning, paraplanning, and client support.
• Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes.
• Proven leadership and team management within financial services, ensuring efficiency and service excellence.Minimum of 3-5years experiencein paraplanning or client services.
• Excellent stakeholder management, collaborating with leadership, training, and support teams.
• Strategic and organised, able to manage multiple priorities in a fast-paced environment.
• Strong attention to detail, ensuring accuracy and consistency in all processes.
• Excellent communication skills with a client-focused approach to enhance Adviser and client experiences.
• Familiarity with FCA regulations and compliance standards within financial advice firms.

This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies whilemaintaininga high standard of client support.

As Advice Delivery Manager, you wouldgenerally have/ be (Person Spec):

• Strategic thinker with extensive experience in Paraplanning,Planning Support, and Financial Planning.
• Competent, approachable leader focused on excellence in client experience.
• Thrives in a busy environment, managing deadlines while staying calm.
• Strong attention to detail with a focus on accuracy and clear communication.
• Excellent verbal and written communication, including proofreading and grammar skills.
• Proactive approach to solving operational challenges.

Qualifications

It's not essential to have financial planning qualifications such as those provided by thePersonalFinanceSociety/CII,howeverwe would encourageandsupportthe applicant to start the journey of takingrelevantindustry qualifications, and in the interview process it will bean advantageto haveindustry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is veryimportant thatthe applicant can demonstrate a clearunderstanding of the Advice process; withempathyand acute awareness of the roles ofPlanning Support or Paraplanning, in ordertounderstand the administrative process that the team go through in order to helpyour teamsolvepodand clientissues.

Where will I be working?

Theserolesaresupporting client facing staff, and clientsandthereforewillform part of ourfront linedistribution of financial servicesbased in our offices.The ADM will be based outofour Borehamwood office.

What benefits do I get when working for Saltus?

Salary rangeof£40,000 - £50,000dependent on experienceand location (Londonweighting will be considered), witha discretionary performancerelatedbonus ofup to20% of salarybased on completion ofADMPod KPIs.Thisrole also includes28 days' holiday (plus bank holidays and your birthday), studyassistance, life assurance, income protection, private medicaland a pension, alongside access to our flexible benefits platform.

Just as importantly, you will get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our400+people. We work hard, but we have an awful lot of fun along the way. If you think you would like to come and join us, then please do get in touch we would love to hear from you.