The Role
The Associate Paraplanner supports the paraplanning team by conducting research, writing reports, and liaising with advisers to ensure smooth file submissions and quality standards.
Summary Generated by Built In
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
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.
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.
Top Skills
Intelligent Office
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The Company
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
