Para-planner

3 weeks ago


Exeter, United Kingdom Hawk 3 Talent Solutions Full time

**PARA-PLANNER / EXETER - PERMANENT OPPORTUNITY**

**Location**: Science Park, EX5

**Assignment**: Permanent contract

**Hours**: Monday to Friday 08:45am - 17:30pm

**Pay**: £30,000 - £38,000 per annum DOE

**Duties as a Para-Planner**:

- To deliver a personalized and high quality service to clients
- To have a through understanding of the administration process, client file requirements and FCA requirements
- Follow company and FCA procedures at all times
- Attend training course and to develop knowledge, techniques and skills
- Accurate report writing for all areas of financial planning including pension transfers, trusts and IHT planning
- Prepare postal review and ad hoc letters for advisors
- Discuss clients needs and objectives with the relevant adviser
- Undertake research to identify suitable solutions to meet clients' needs and objectives
- Undertake pension, income drawdown and investment reviews
- Provide technical support to complex client queries
- Input and manage cashflow forecasting for clients
- Completing technical calculations including Capital Gain Tax, bond surrenders / withdrawals, annual allowance, lifetime allowance and pension carry forward
- Ensure deadlines and turnaround times are appropriately managed

**About you**:

- 2+ years' experience working as a Para-Planner
- Excellent customer service skills
- Excellent written and verbal communication skills


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