Company Description :
Lloyd & Co Financial Planning was born out of a desire to reinvent the financial services process; to do things differently. To bring financial services to life and to really listen and hear the needs, wants and dreams of our clients.
We've grown organically since our inception in 2009, largely down to the passion we have for what we do and the level of support we provide for our clients.
Our Head Office is situated in Southport Merseyside, although we have colleagues based around the country. We are passionate about our profession and delivering fantastic outcomes for our clients. Our ethos is focused firmly on our client's happiness. We place our client's hopes, goals and aspirations at the heart of our planning and focus as much on the mindset as we do on the money.
Our business has expanded, and we now have five branches within our business portfolio (Lloyd & Co Employee Benefits, Lloyd & Co. Insurance Services, Lloyd & Co Financial Planning, Lloyd & Co Trusts & Estates and Lloyd & Co R&D and Capital Allowance). All of these functions are steadily growing, and we are now growing our team to ensure we can continue to provide our clients with an exceptional service.
Role Overview: We are looking for an analytical, hard-working and organised individual that can join the Technical Administration Team to support our Independent Financial Advisers and help us provide excellent client outcomes.
The key responsibilities for this role will be preparing detailed financial reports and analysis to support recommendation or portfolio valuation documents.
This role will support our team of advisers by preparing detailed financial research, calculations, and all client documentation prior to meetings. You will also be involved in building rapport with clients, attending client meetings and transcribing all meeting notes.
You will be responsible for communicating with clients efficiently and professionally and ensuring all administration tasks are logged and actioned within the set timescales.
You will be provided with full training for this role. However, proficiency in Maths and English is essential for the role. For the right candidate there is the opportunity to work towards professional paraplanning qualifications.
The Role Supporting our IFA's to provide detailed research, analysis and projections using our in-house tools for investments and recommendations Preparing all client documentation and paperwork prior to client meetings, including suitability reports Attending client meetings to transcribe and ensuring all necessary documentation and details are gathered and documented in the fact find. Working with providers to submit applications, obtain updates and ensure everything is processed efficiently. Prepare client review documentation and maintain the review schedules as required. Responsibility for ensuring the clients compliance file is complete and correct for checking by the Compliance Manager within the agreed time scales. Collating of client data to provide a detailed client overview and ensure all client files are accurate and up to date. Booking client meetings and ensuring client service levels are being met. Dealing with all client queries and requests. Ensuring all tasks are logged and updated on the system. Other ad hoc administration and reporting tasks. Knowledge and Skills Required: Paraplanning experience or experience of working within the financial sector would be advantageous This is an analytical role so this skill is essential Interest in Maths and Financial Analysis would be advantageous Impeccable attention to detail is essential Confident personality with a friendly can-do attitude Excellent written and verbal communication skills A proactive person who will use their initiative Organised with good time management Good IT skills and proficiency in Microsoft Excel, Word and Outlook Perks: 33 days holiday (including Bank Holidays) Death in service policy (2 x Salary Paid) Cash Plan EAP Programme Virtual GP Employee Benefits Portal including gym, active and entertainment discounts Regular Social Events Team meditation sessions Free tea and coffee Salary sacrifice options Job Types: Full-time, Permanent
Pay: £22,000.00-£30,000.00 per year
Benefits: Company events Company pension Employee discount Free flu jabs Schedule: Monday to Friday No weekends Education: GCSE or equivalent (required) Language: English (required) Work authorisation: United Kingdom (required) Work Location: In person
Reference ID: Lloyd FP 01
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