Advice Delivery Manager

Location: St Albans (Hybrid – Minimum 3 Days in Office Weekly)
Job Type: Full-Time, Permanent
Salary: £40,000 – £50,000 per year + up to 20% Bonus
Start Date: ASAP

Shape the Future of Financial Planning at Saltus

Are you an experienced operational leader with a background in financial planning, paraplanning, or client services?

Saltus is looking for a driven and detail-oriented Advice Delivery Manager (ADM) to lead our Financial Planning Pods and support seamless delivery of client services and administrative operations.

Why Work With Saltus?

Saltus is a leading independent financial planning and discretionary investment management firm managing over £8 billion in client assets.

We are a proud LLP with multiple UK offices and a culture centered on growth, innovation, and genuine care for our clients and employees. We make wealth a positive force for people’s futures—not a source of anxiety.

We offer a vibrant, inclusive, and career-progressive environment where you can thrive and be part of something meaningful.

What You’ll Be Doing

As an Advice Delivery Manager, you’ll:

• Lead the Advice Support Functions (Paraplanning & Planning Support) within one or more Pods

• Ensure structured, high-quality support is delivered to Advisers and clients

• Drive operational efficiency and consistency across Pods by implementing standardised best practices

• Provide leadership and oversight to team members, ensuring performance, development, and accountability

• Report directly to the Pod Leader, ensuring alignment of team resources with business goals

• Work with the Training and People teams to enhance onboarding, professional development, and performance

• Leverage MI tools to monitor performance and support structured bonus schemes

• Coordinate workload planning, resource allocation, and service improvement initiatives

• Act as a key point of contact for team issues, escalations, and stakeholder communication

• Maintain compliance with FCA regulations and internal policies

• Help onboard new hires and lead performance reviews within your Pod

• Support company-wide process improvements and change management

What We’re Looking For

Essential Skills & Experience:

• 3–5+ years’ experience in Paraplanning, Client Services, or Financial Advice Support

• Strong team management and operational leadership skills

• Excellent knowledge of financial planning processes and client service functions

• Proficient in analysing Management Information (MI) and implementing performance metrics

• Experience working within FCA-regulated environments

• High attention to detail with strong written and verbal communication skills

• Strategic thinker with the ability to prioritise and multitask in a fast-paced environment

• Approachable, organised, and solutions-driven team player

• Familiarity with performance-based team management and structured bonus systems

Desirable:

• Industry qualifications (e.g. CII, PFS) are a plus and will be supported during employment

• Understanding of the Advice process, empathy for the roles of Paraplanners and Support staff

Working Arrangements

• Location: St Albans Office

• Hybrid model: Minimum 3 days in the office; remainder remote or in-office based on preference

• Collaborating directly with advisers and support staff, this is a client-facing leadership role

Benefits of Working at Saltus

• Salary: £40,000 – £50,000 per year

• Bonus: Up to 20% performance-based annual bonus

• Holiday: 28 days’ holiday + bank holidays + your birthday off

• Work-Life Perks:

  • Private medical insurance

  • Life assurance & income protection

  • Company pension

  • Cycle to work scheme

  • Financial planning services

  • Paid volunteering leave

  • Employee discounts & well-being platform

  • Company events and a fun, inclusive culture