Paraplanner

Titan Wealth Holdings Limited; Norwich; On-site; GBP 30,000 - 46,000; Full time

Job summary

Loveday & Partners, part of Titan Wealth Holdings, is seeking a Paraplanner to provide holistic financial planning solutions. This role offers the chance to support Financial Planners, working closely with clients and other professionals to ensure a compliant and excellent client experience while developing your industry knowledge.

Qualifications

• Chartered Financial Planner status preferred or willingness to work towards it.
• Four years of industry experience preferred.
• Requirement to keep abreast of compliance and regulatory changes.

Responsibilities

• Perform full analysis of clients' requirements and develop cash flow models.
• Construct financial planning solutions supported by reports.
• Prepare client reviews and update cash flow models.

Skills

Analytical Skills

Communication Skills

Report Writing

Research Skills

Organizational Skills

Education

Diploma in Financial Planning

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

• Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - 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
• Partners – 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