Paraplanner

Titan Wealth; Norwich; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm is seeking a Paraplanner in Norwich to support Financial Planners by developing comprehensive financial planning solutions and ensuring an excellent client experience. The role involves performing client requirement analyses and preparing reports, while requiring a Diploma in Financial Planning and experience in the industry. Candidates should possess strong communication and analytical skills. This is a great opportunity to work within a supportive team environment.

Qualifications

• Chartered Financial Planner status is preferable or willingness to work towards it.
• Experience of at least four years in the financial planning industry is preferable.
• Required to keep abreast of compliance and regulatory changes.

Responsibilities

• Full analysis of clients’ requirements and development of cash flow models.
• Construction of financial planning solutions supporting clients' needs.
• Preparation of letters and reports while managing client files.
• Servicing client’s day-to-day needs and maintaining communication.
• Collaborating with colleagues to update clients throughout the process.

Skills

Excellent administrative skills

Research skills

Report writing skills

Communication skills

Analytical skills

Education

Diploma in Financial Planning

Chartered Financial Planner status

Job description

Loveday & Partners is a Titan Group company.

Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates in the business society. Loveday & Partners are very active in the community, supporting a wide range of charities and good causes around the county.

The role

As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms’ Partners who between them have over 50 years’ experience. Our approach, together with a loyal client base and a talented team, makes being a Paraplanner at Loveday & Partners a great opportunity for someone who shares our ethos.

You’ll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.

Responsibilities

• Full analysis of clients’ requirements, development of cash flow models and accurate recording of client data.
• Construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports.
• Preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process.
• Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations.
• Working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan.

Requirements

• Chartered Financial Planner status – preferable or willingness to work towards.
• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes.
• Four years industry experience – preferable.
• Excellent administrative, research, report writing and communication skills.
• Excellent analytical skills with a preference for working in a structured, planned manner.
• Ongoing self-development to maintain appropriate level of CPD for role.