Job Description
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 main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.
You will be working in a team with 7 other paraplanners in a pod structure. We offer a competitive hybrid working pattern for this Senior Paraplanning role.
As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence.
This is a fantastic opportunity for someone looking to step up to the next level as a Paraplanner.
Responsibilities
To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.
Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained.
To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role.
Update workflow records to facilitate the production of accurate management information in a timely manner.
Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow.
Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience.
To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
To obtain illustrations and Key Features documentation in support of recommendations to clients.
Ensure technical knowledge and general industry knowledge is always maintained.
Providing coaching, mentoring, or training support for Paraplanners
Being a model of excellence and Group process adherence
Proactively identify opportunities to improve paraplanning process
Crirical skills
- Excellent written and oral communication skills.
- Methodical and highly organised.
- Accurate with good attention to detail.
- Complex problem solving.
- Coaching and mentoring.
- Ability to liaise with colleagues in an articulate and pleasant manner.
- High degree of numeracy.
- Enthusiasm.
- Accuracy.
- Ability to work under pressure and manage own workload.
- Ability to work as part of a team and to learn new skills/knowledge.
- Excellent standard of written and verbal communication
- Good decision-making skills
- Analytical mind and excellent attention to detail
- Excellent time management skills with an ability to work to deadlines
Experience Required
- 3+ years’ experience in a Paraplanning role in a similar environment
- Level 4 Diploma in Financial Planning
- Experience of working with IT systems that support this service
- High level of technical knowledge across the full Titan range of advice
- High-level understanding of FCA COB rules
5+ years of regulatory or financial industry experience is essential.
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.
Some of our benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
