Paraplanner
Loveday and Partners is a Titan Group company.Founded in 2010, Loveday and 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 and Partners are very active in the community, supporting a wide range of charities and good causes around the county.The roleAs 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 and 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 ..... full job details .....
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