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- Tasks: Support Financial Planners by providing holistic financial planning solutions and client analysis.
- Company: Loveday & Partners is a trusted financial services firm with a strong community focus.
- Benefits: Enjoy a collaborative work environment, professional development opportunities, and a commitment to client satisfaction.
- Why this job: Join a passionate team dedicated to making a positive impact on clients' financial futures.
- Qualifications: Diploma in Financial Planning required; Chartered status preferred, with four years of industry experience.
- Other info: Opportunity to work closely with experienced professionals and develop your skills in a supportive setting.
The predicted salary is between 28800 - 48000 £ 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
Contact Detail:
Titan Wealth 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 commonly used in financial planning. Being proficient in these tools can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial planning sector. This knowledge will not only help you in interviews but also show your commitment to continuous professional development, which is highly valued by employers.
✨Tip Number 4
Prepare to discuss your previous experiences in detail, especially those that highlight your analytical skills and client relationship management. Be ready to share specific examples of how you've successfully supported financial planners in the past.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Company: Familiarise yourself with Loveday & Partners and their ethos. Highlight your understanding of their commitment to relationships, transparency, and trust in your application.
Tailor Your CV: Ensure your CV reflects relevant experience in financial planning, particularly any roles that involved client relationship management or compliance. Emphasise your analytical skills and any qualifications like the Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your alignment with the company's values. Mention specific experiences that demonstrate your ability to conduct analysis and prepare comprehensive reports.
Highlight Continuous Development: In your application, mention any ongoing professional development activities you are engaged in, such as courses or certifications related to financial planning, to show your commitment to the industry.
How to prepare for a job interview at Titan Wealth
✨Understand the Company Ethos
Before your interview, take some time to research Loveday & Partners and their commitment to relationships, transparency, and trust. Being able to articulate how your values align with theirs will show that you are a good cultural fit.
✨Demonstrate Your Analytical Skills
As a Paraplanner, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted comprehensive analyses in previous roles, including any cash flow models or financial planning solutions you've developed.
✨Prepare for Client Relationship Questions
Since client relationship building is a key responsibility, think about your past experiences in managing client needs. Prepare to share examples of how you've effectively communicated with clients and presented solutions in a way that builds trust.
✨Show Commitment to Professional Development
Loveday & Partners values ongoing compliance and regulatory updates. Be ready to discuss your commitment to continuous professional development, including any courses or certifications you are pursuing or plan to pursue.