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
To support the paraplanning team, by undertaking research, basic report writing and liaising with Advisers and Client Support staff to ensure that all requirements are included within any file submitted and are capable of being actioned without delay thus enabling the more complex suitability reports to be completed.
The roleTo support the paraplanning team, by undertaking research, basic report writing and liaising with Advisers and Client Support staff to ensure that all requirements are included within any file submitted and are capable of being actioned without delay thus enabling the more complex suitability reports to be completed.
Responsibilities
Analysing and carrying out research for basic reports.
Undertaking basic tax calculations to support the paraplanning team.
Writing basic suitability reports.
Thoroughly review any file submitted and identify any items that require remedial action.
Liaise with advisers and/or client support on queries identified such as:
Clarity over the client’s objectives
What is the adviser looking to achieve
Matters that are unclear
Queries on client charters
Any exceptions being recorded.
Prepare summary file submission notes and instructions for the paraplanners ensuring that all required projections are correct and advice charges are clearly documented
Prepare specialist or specific quotations as required e.g., annuity comparisons, protection comparisons
Ensure adherence to the documented processes and data quality standards, specifically, ensuring electronic client files in IO are updated correctly and in a timely manner in accordance with the standards in place.
Forge excellent, collaborative working relationships with members of the advisory, client support and paraplanning teams.
Ensure your industry, product and knowledge of the company’s standard processes and guidance is always up to date.
To undertake other tasks as and when required, to support the needs of the business or to achieve departmental objectives
To carry out any other duties as may reasonably be required.
Adhere to consumer duty.
To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
Highly organised with excellent interpersonal skills including written and verbal communications.
The ability to build strong, collaborative working relationships
Good Attention to detail.
Be able to influence others to take action
Maintain and exceeds high standards of performance and activity
Be self-motivated with a proactive ‘can do’ attitude
Professional in manner and approach
Requirements
A minimum of 2 years’ experience within the financial services profession.
Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent - Essential: a minimum of 2 Exams completed
Experience gained with Intelligent Office would be an advantage
Experience within Financial Services administration or a similar environment.
Experience of working with IT systems that support this service.
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