Location: Exeter
Job Type: Permanent
Salary: £30,000 - £38,000
Consultant's Branch: Exeter
Reference: PARAPLAN
Contact Name: Shannon McMahon
Expiry Date: 2022-07-09


Location: Science Park, EX5
Assignment: Permanent contract
Hours: Monday to Friday 08:45am – 17:30pm
Pay: £30,000 - £38,000 per annum DOE

The successful candidate will be joining and independently run, high qualified financial planning and management company to provide support to financial advisers and their clients by compiling research, writing suitability reports and answering technical queries.

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

To apply for this Para-Planner role, please submit your CV via the Apply Now button or contact our Exeter office on 01392 273665 for more information.

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