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
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