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.
This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.
The role is based out of our Norwich office, 9am to 5pm - Monday to Friday, with a potential 1-day to work from home (at manager's discretion)
This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures. The role is based out of our Norwich office, 9am to 5pm - Monday to Friday, with a potential 1-day to work from home (at manager's discretion)
Responsibilities
Helping advisers to prepare for client reviews by:
Ensuring all client and plan information is up to date on IO
Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans
Adding the details of any missing policy information to IO as required
Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value
Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required
Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges
Using the standard templates within IO, create and check the client valuation report and upload to IO
Produce any ‘OneNote packs’ requested by the advisers including:
Client Charter
FE Analytics research on the funds held by the client
KID (Key Information Documents)
Data capture form from IO
Client Valuation Report Producing comparisons between old and new centralised investment propositions
Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
If requested, the checking and validation of client income expectations held within the system
Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.
Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
Produce client letters as required
Answering phone calls as they come in via the Main Hunt Group
Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
Create and maintain effective client files.
New business processing and application submission.
Liaising with product providers as and when necessary, chasing as often as required.
Keep up to date with new products, technical or legislative changes within the marketplace
Always comply with the Compliance policies
Engage with training and development as applicable
Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
Essential Skills, qualities and Experience required:
A minimum 12 month’s IFA administration experience, supporting an advisor
Previous regulatory or financial industry experience is desirable
Good written and oral communication skills.
Methodical and organised.
Computer literate
Accurate with good attention to detail.
Problem solving.
Knowledge of the advice process
True collaborator, takes initiative, curious
A desire to learn and develop and step out of comfort zone
Essential Qualifications:
Good standard of education
Maths and English GCSE, grade 5 or above, or equivalent.
Titan expected behaviours:
Commercial Awareness
Innovation
Collaboration
Team contribution
Professionalism
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity– we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment– we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration– we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
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