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- Tasks: As a Paraplanner, you'll analyse client needs and develop tailored financial solutions.
- Company: Join Loveday & Partners, a trusted financial firm with over 50 years of combined experience.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Why this job: Be part of a community-focused company that values relationships and transparency.
- Qualifications: A Diploma in Financial Planning is required; Chartered status is a plus.
- Other info: Ideal for those eager to learn and grow in the financial planning industry.
The predicted salary is between 28800 - 43200 £ per year.
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
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Paraplanner employer: Titan Wealth Holdings Limited
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Paraplanners or Financial Planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific tools and software used in financial planning, such as cash flow modelling software. Being proficient in these tools can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Stay updated on the latest compliance and regulatory changes in the financial sector. This knowledge will not only enhance your understanding but also demonstrate your dedication to maintaining high standards in your work.
✨Tip Number 4
Prepare to discuss your experience in client relationship management during interviews. Be ready to share examples of how you've successfully built relationships and provided excellent service, as this is crucial for a Paraplanner role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Paraplanner position at Loveday & Partners. Tailor your application to highlight how your skills and experience align with their needs.
Craft a Strong CV: Your CV should clearly outline your relevant qualifications, including your Diploma in Financial Planning and any industry experience. Emphasise your analytical skills, report writing abilities, and any previous roles that involved client relationship building.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of their ethos of relationships, transparency, and trust, and explain how you can contribute to their mission.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Showcase Your Analytical Skills
As a Paraplanner, analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted client analyses or developed cash flow models in your previous roles. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Understand the Company Ethos
Loveday & Partners values relationships, transparency, and trust. Research the company’s community involvement and be ready to discuss how you can contribute to their ethos. This shows that you align with their values and are genuinely interested in the role.
✨Prepare for Client Interaction Scenarios
Since the role involves client relationship building, think of scenarios where you've successfully managed client communications. Prepare to share these experiences during the interview to illustrate your communication skills and ability to maintain excellent client service.
✨Demonstrate Continuous Learning
The job requires ongoing self-development and keeping abreast of compliance changes. Be ready to discuss any recent courses, certifications, or industry news you've engaged with. This will show your commitment to professional growth and staying updated in the financial planning field.
