Paraplanner

Offering a competitive salary, great company benefits, and a varied position within a supportive, happy and client focused environment, due to continued business growth we have a fantastic opportunity for a paraplanner to join our team in Norwich. Loveday & Partners Ltd is a well-respected firm of Independent Financial Planners who pride themselves on the outstanding level of service provided, and the strong, long-lasting relationships built with clients. We are committed to attracting, developing, and retaining people who believe passionately in our values and everything we stand for. The Role - Paraplanner: The role is vital in the smooth running of the client experience ensuring a fully compliant service and excellent client experience is always maintained. Supporting your team director as well as the financial planners and financial planning assistants your main daily responsibilities will include: Analysis of the clients requirements Production of financial planning solutions for investments, retirement, long term care, tax and inheritance tax Development of cashflow models Creation of recommendation letters and other review documents for clients Requirements for the Paraplanner: Ideally a minimum of 2 years working in an IFA firm Educated to a Diploma level Well organised and confident individual Good attention to detail Strong interpersonal and communication skills Strong time management skills Able to work flexibly and productively with minimal supervision Ability to work independently and as part of a team Good knowledge of Microsoft Office suite Terms of Role: The position is full-time and work is office based, although there may be occasions where you will be needed to work outside these hours and location.

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