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15 Jobs Found


Graphic Designer
£ 26000 - £ 30000
Exeter
Permanent
Posted: 09 August 2022
Expires: 08 September 2022

GRAPHIC DESIGNER / EXETER - PERMANENT ROLE

Location: Sowton Industrial Estate, Exeter

Assignment: Permanent contract

Salary: £26,000 - £30,000 per annum

Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for a Graphic Designer based at Sowton Industrial Estate in Exeter on a permanent contract.

Reporting directly to the Creative Marketing Manager and the Marketing Director you will successfully deliver a variety of design projects to time and budget.

The successful candidate will be working within a large marketing team within a hands on role involving a range of duties and the ability to work on multiple projects at any one time.

This role would suit someone who possesses excellent Adobe skills, a creative mindset and the ability to work as part of a team.

Duties as a Graphic Designer:

  • Creation and maintenance of price lists in InDesign from Excel
  • Designing new advertising concepts
  • Designing any graphic content for the use on Social Media Channels
  • Developing branding and identities for the launch of new products
  • Point of sale and other promotional materials
  • Work within and continue to develop company branding guidelines
  • Take part in the general day to day operations of the busy Marketing department
  • Working with the photography team on post-shoot editing of images in Photoshop for use in brochures, websites, PR, and social media
  • Helping to maintain the correct organization, naming and digital filing of images and other files for use by other members of the team

Benefits:

  • 6.4 weeks starting holiday
  • Free eye tests
  • Positive working environment
  • Pension scheme
  • Free onsite parking
  • Staff discount

To apply for this 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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Investment Assistant
£ 26000 - £ 32000
Exeter
Permanent
Posted: 04 August 2022
Expires: 03 September 2022

INVESTMENT ASSISTANT / EXETER - HYBRID ROLE

Location: Science Park, EX5

Assignment: Permanent contract

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

Salary: £26,000 - £32,000 per annum (dependent on experience)

Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an Investment Assistant to join our and independently run, high qualified financial planning and management client.

This role is a Hybrid role working 3 days in the office and 2 days at home.

The ideal candidate will hold a Level 4 Investment Qualification but will also consider candidates without this qualification and experience within investment.

Duties as a Investment Assistant:

  • Research markets across broad asset classes keeping up to date with news, macroeconomic developments and key indicators which may influence market prices
  • Contribute to decision making on asset allocation and fund selection for client and model portfolios
  • Maintenance of the internal fund panel
  • Provide support to advisers/paraplanners/admin on fund/portfolio related issues including client communication
  • Provide performance and risk reporting to the team and wider staff
  • Attendance at Investment Committee meetings including assembling papers and recording of minutes and action points
  • Operational support including maintenance of model portfolios on platforms, dealing execution and administration, migration of client assets, periodic data auditing to ensure correct key client data used and providing cover for key operational functions and data updates in the absence of the DPS Operations Manager
  • Developing, operating or supporting other processes on occasion
  • Maintenance of various tools and spreadsheets used

About you:

  • Level 4 investment qualification (IMC / CISI) preferred but not essential
  • An interest in financial markets, investing and portfolio management
  • Good use of Word, Excel and the ability to learn new software
  • Good written English and numerical skills
  • Strong communication skills
  • Attention to detail
  • Time management
  • Organisational skills

Benefits:

  • Hybrid working options
  • 25 days holiday bank holidays
  • Increasing holiday by 1 day for every 2 years in the workplace
  • 4% company pension

To apply for this 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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Customer Service Advisor
£ 21500 - £ 21500
Exeter
Permanent
Posted: 03 August 2022
Expires: 02 September 2022

CUSTOMER SERVICE ADVISOR / EXETER - PERMANENT ROLE

Location: Sowton Industrial Estate, Exeter

Assignment: Permanent contract

Hours: Monday to Friday 08:30am - 17:00pm

Salary: £21,500 per annum

Gap personnel (operating as an employment business) are currently recruiting for a Customer Service Advisor for our well-known manufacturing company based in Exeter at Sowton Industrial Estate on a permanent contract.

Reporting directly to the Assistant Customer Services Manager, you will be taking calls from retailers, answering queries and accurately placing orders onto the database.

This role requires you to be able to multi-task, whilst enjoying working in a fast-paced environment with the ability to liaise with other departments in order to provide excellent customer service.

Duties as a Customer Service Advisor:

  • Answering inbound calls from retailers with regards to orders and general enquiries
  • Processing customer orders received via fax, telephone, or email
  • Issuing customer with invoices, order acknowledgement and general administration
  • Liaise with the Warehouse and distribution companies to ensure timely and accurate distribution of products
  • Calculate customer discounts and carriage costs in relation to customer orders
  • Resolve any customer complaints which may have arisen, ensuring communication to the customer is timely and accurate
  • Maintain all customer records are updated and accurate within the CRM system and raising tickets when necessary
  • Support the field based Sales Team
  • Develop a rapport with the dealer network and build relationships with immediate team, internal departments and customers

About you:

  • Excellent communication and customer service skills
  • Ability to listen and extract information from customers
  • Self-motivated with excellent organizational skills and ability to multitask
  • Enthusiasm to learn new skills
  • Computer literate and familiar with Microsoft Office Packages
  • Previous use of CRM systems is desirable
  • Ability to accurately input data

Benefits:

  • 6.4 weeks starting holiday
  • Free eye tests
  • Positive working environment
  • Pension scheme
  • Free onsite parking
  • Staff discount

We are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job

Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Successful applications will be contacted within 1 week of the closing date.

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy.

To apply for this 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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sales consultant - exeter
£ 19800 - £ 19800
Exeter
Permanent
Posted: 22 July 2022
Expires: 21 August 2022

Are you an experienced Sales Assistant looking for a new and exciting opportunity?

Would you like to work for a large National self-storage company with branches across the UK?

Sales Consultant Job Description -

(Outside London £19,800 - 23,200)

Our client believe that it is their people that make the difference. They have a friendly team and thrive on providing exceptional customer service, whilst selling the right storage solution to their customers.

They are looking for a Sales Consultant that has excellent communication skills along with a friendly and enthusiastic attitude, whilst also having a willingness to learn and a passion for sales. Previous sales experience would be beneficial, but don't worry if you haven't got it, because they will ensure you will receive support from your Store Manager and the best training in line with their Sales Consultant development programme.

The Client are in the business of solving customer's storage needs whether it's a family looking to move to a new house or a student on summer break, their customers make it interesting and you will be exposed to a variety of tasks.

Customers Service: You will be Supporting new and existing customers over the phone as well as face to face to meet their needs.

Sales: Following up on enquiries and advising customers on the best solution for their needs, including selling merchandise and insurance to achieve your store targets.

Store Standards: Customer's first impressions are key, always ensuring that excellent store standards are achieved

In this location you can earn a basic salary of £19,800 per annum and on-target earning taking you up to £23,200

Shifts - Various 9 hour shifts with 1 hour's lunch break, across the week.

Closing date is 22 August 2022

Hawk 3 Talent Solutions are acting as an Employment Agency on behalf of its client

To Apply please follow the application process for the site this job is advertised on or email your CV to by applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.

Hawk 3 Talent Solutions are committed to the selection, recruitment, and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future.

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Tax Manager
£ 30000 - £ 40000
Exeter
Permanent
Posted: 21 July 2022
Expires: 20 August 2022

Job Title: Tax Manager

Job Type: Permanent/Full Time

Location: Plymouth/ Exeter/ Bridgwater/ Burnham on Sea/ Weston super Mare

Hours of work: 36.5 hours - 5 days per week with flexible and hybrid working available

Salary: £30,000 - £40,000

Main Duties

  • Deliver a full range of tax services in compliance with laws and regulations within budget and timeframe
  • Build relationships and directly interact with clients to provide tax planning and support
  • Support our tax team to provide a wide range of tax advisory projects
  • Provide innovative tax planning across a broad range of taxes
  • Review of tax returns and preparation of complex tax returns
  • Identify and mitigate tax risks
  • Coordinate and lead our tax compliance team and take responsibility for developing and training them
  • Manage tax provision and tax compliance processes within our Plymouth office
  • Assist in managing financial performance of the tax department.

This job description summarises the main duties and responsibilities of the post, but the postholder may be required to undertake other duties and projects of similar level and responsibility.

Attributes, Skills, Experience and Qualifications

Ideally the successful candidate will have the following attributes, skills, experience and qualifications.

  • Previous experience working as a Tax Manager or Assistant Tax Manager
  • Outgoing, socially confident and emotionally controlled
  • A positive attitude, friendly and approachable
  • Resilient, able to multi-task and work independently / flexibly
  • Adaptable, organised and conscientious
  • Takes the initiative, ability to prioritise and meet deadlines
  • Discreet, professional and team orientated in approach
  • Excellent knowledge of tax and all types of compliance returns
  • Strong technical tax knowledge across a broad range of taxes
  • Good report writer and able to communicate across a spectrum of taxes
  • Good working knowledge of general IT Word, Excel, PowerPoint and Social Media programmes
  • Excellent verbal and written communication skills, with proven accuracy and an eye for detail

Benefits

  • Flexible and hybrid working available
  • Annual salary review and regular salary reviews whilst training
  • 20 days annual leave plus bank holidays increasing to 25 days plus bank holidays after 3 years' service
  • Death in service 3 x annual salary
  • Access to Westfield Rewards and Health scheme
  • 24-hour external Employee Assistance Programme helpline
  • Flexible benefits including Buy and sell holiday, Cycle to Work, Payroll Charitable Giving and Private Medical Insurance
  • Introducing clients and staff commission schemes
  • Pension 3% rising to 4% (but matched up to 6%) after 4 years' service

To Apply please follow the application process for the site this job is advertised on or email your CV to Brooke.Gilmore@hawk-3.com. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.

Hawk 3 Talent are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future.

Hawk 3 Talent are operating as an employment agency on behalf of its client

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Production Operative - Tier 2
£ 22500 - £ 22500
Exeter
Permanent
Posted: 20 July 2022
Expires: 19 August 2022

PRODUCTION OPERATIVE / EXETER - PERMANENT ROLE

Location: Exeter Airport Business Park

Assignment: Permanent contract

Hours: Monday to Thursday 08:00am - 17:00pm & Friday 08:00am - 13:00pm

Salary: £22,500 per annum

Hawk 3 Talent Solutions, acting as an employment business, are currently recruiting for a Production Operative based at Exeter Airport Business Park on a permanent contract.

The successful candidate will be following company procedures, policies and processes in the manufacture and assembly of products under the instructions of the Production Supervisor.

Duties as a Production Operative:

  • Basic running and setting of various machines as required / instructed
  • Production and assembly of parts
  • Following inspection requirements during production to check output and spot any mistakes or flaws in components and processes to minimize impact on non-conformance
  • Keeping job cards up to date of production batch progress and accurately recording daily activity using the TMS system
  • Positively commit to and undertake any agreed training programs
  • Comply with all company rules including those regarding Health and Safety

About you:

  • Previous experience within a manufacturing environment
  • Able to work to deadlines and targets
  • Positive attitude to work

Benefits:

  • 25 days paid annual leave bank holidays
  • Company Pension Plan
  • Life assurance cover 2 x basic salary, rising to 3 x basic salary for company pension scheme members
  • Bupa critical illness plan (80% subsidized by the company)
  • Cycle to work scheme
  • Company profit share scheme
  • On site free parking
  • Staff rest area with vending machines and microwaves
  • Free tea and coffee

To apply for this 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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Production Operative - Tier 1
£ 21000 - £ 21000
Exeter
Permanent
Posted: 20 July 2022
Expires: 19 August 2022

PRODUCTION OPERATIVE / EXETER - PERMANENT ROLE

Location: Exeter Airport Business Park

Assignment: Permanent contract

Hours: Monday to Thursday 08:00am - 17:00pm & Friday 08:00am - 13:00pm

Salary: £21,000 per annum

Hawk 3 Talent Solutions, acting as an employment business, are currently recruiting for 2 Production Operatives based at Exeter Airport Business Park on a permanent contract.

The successful candidate will be following company procedures, policies and processes in the manufacture and assembly of products under the instructions of the Production Supervisor.

Duties as a Production Operative:

  • Follow inspection requirements during production to check output and spot any mistakes or flaws in components and processes to minimize impact of non-conformance
  • Keeping job cards up to date of production batch progress
  • Positively commit to and undertake any agreed training programs
  • Comply with all company rules, including those regarding Health and Safety

About you:

  • Previous experience within a manufacturing environment is beneficial
  • Able to work to deadlines and targets
  • Positive attitude to work

Benefits:

  • 25 days paid annual leave bank holidays
  • Company Pension Plan
  • Life assurance cover 2 x basic salary, rising to 3 x basic salary for company pension scheme members
  • Bupa critical illness plan (80% subsidized by the company)
  • Cycle to work scheme
  • Company profit share scheme
  • On site free parking
  • Staff rest area with vending machines and microwaves
  • Free tea and coffee

To apply for this 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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Senior Export Compliance Coordinator
£ 30000 - £ 32000
Exeter
Permanent
Posted: 19 July 2022
Expires: 18 August 2022

SENIOR EXPORT COMPLIANCE COORDINATOR / EXETER - PERMANENT ROLE

Location: Sowton Industrial Estate, Exeter

Assignment: Permanent contract

Hours: Monday to Friday 08:00am - 16:30pm

Salary: £30,000 - £32,000 per annum

We are currently recruiting for a Senior Export Compliance Coordinator to assist in providing a comprehensive documentary audit / compliance service to the Group, predominately for export shipments.

The successful candidate will liaise with 3PL transport providers / brokers both in the UK and Europe to manage the relevant import / export documentation to support post movement, whilst fully understanding the procedures and legislation required to meet current regulations.

Duties as a Senior Export Compliance Coordinator:

  • All aspects of post-documentation checking and compliance, from overseeing VAT zero rating evidence through to checking foreign import entries for shipments made on DDP terms
  • Understand the processes and formalities essential for international import/export trading & shipping
  • Obtain supporting evidence for foreign import, export and customs requirements.
  • Handling compliance documentation for shipments via air/sea/road freight/courier
  • Ensure all shipments are in accordance with current country specific/HMRC legislation,
  • Ensure clearance instructions for both import and export shipments are monitored/adhered to.
  • Ensure any postponed VAT / deferred duty payments are correct and in accordance with instructions and set tariffs.
  • Checking preference declarations have been followed by the nominated clearing agents. A complete understanding of trade agreements and origin requirements for both TCA, Ex-EFTA, and emerging agreements is required.
  • Provide daily Supervision and guidance to Export compliance Administrator.
  • Knowledge of Incoterms, commodity code, CHIEF/CDS and export documentation are vital for this role.
  • Ensure all shipments are fully monitored and controlled - daily updates and reporting required.
  • Ensure all import/export completed files are compliant with current HMRC regulations.
  • Liaise with transport providers regarding any documentation/clearance issues.
      Supervise costs against set tariffs - authorisation of duty and transport invoices.

Assist Group Freight Manager as required and assist with Customs Compliance programme and other legislative aspects of the department.

Assist with import administration as and when required.

About you:

  • Previous experience in a similar Export compliance Senior role
  • A hands-on approach - good problem-solving skills
  • Good IT skills and highly organised
  • Ability to prioritise own workload and those of others in order to control volumes and meet tight deadlines.
  • Strong understanding of the wider import and export process
  • Proficient with all current import / export legislation and paperwork essentials
  • Knowledge and experience of all shipping documentation and agreements for both Import/export.

We are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job

Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Successful applications will be contacted within 1 week of the closing date.

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy.

To apply for this 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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Service & Warranty Advisor
£ 21500 - £ 21500
Exeter
Permanent
Posted: 19 July 2022
Expires: 18 August 2022

SERVICE & WARRANTY ADVISOR / EXETER - PERMANENT OPPORTUNITY

Location: Sowton Industrial Estate, Exeter

Assignment: Permanent contract

Hours: Monday to Friday 08:30am - 17:00pm

Pay: £21,500 per annum

We are currently recruiting for a Service & Warranty Advisor for our well known manufacturing company based in Exeter at Sowton Industrial Estate on a permanent contract.

Reporting directly to the Team Leader you will be required to carry out planning of service engineers for the timely and efficient completion of warranty and charge visits for the business.

Duties as a Service & Warranty Advisor:

  • Receive telephone calls from customers, dealers and engineers
  • Ensuring all calls are dealt with in a friendly and professional manner
  • Log customers issues onto CRM system
  • Ensure records are kept up to date and accurate at all time
  • Responding to email enquiries from customers
  • Develop rapport with engineer network and build relationships with immediate tem and internal departments
  • Assist in planning routes for the companies 10 departments within the heating group
  • Review parts requirements and co-ordinate dispatch for all engineer requests on a daily basis
  • Call all customers on the engineers planned routes to book appointments on a weekly basis
  • Manage cancellations
  • Review and input engineer reports onto database on a daily basis
  • Raise invoices for all chargeable visits on a weekly basis
  • Support the Engineers by answering queries related to customer details
  • Inputting orders for van stock

About you:

  • Excellent communication skills
  • Ability to listen and extract information from customers
  • Self-motivated with excellent organizational skills and ability to multitask
  • Enthusiasm to learn new skills
  • Computer literate and familiar with Microsoft Office Packages
  • Previous use of CRM systems is desirable
  • Ability to accurately input data

Benefits:

  • 6.4 weeks starting holiday
  • Free eye tests
  • Positive working environment
  • Pension scheme
  • Free onsite parking
  • Staff discount

To apply for this 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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Weekend Food Production Supervisor
£ 25654 - £ 25654
Exeter
Permanent
Posted: 19 July 2022
Expires: 18 August 2022

WEEKEND FOOD PRODUCTION SUPERVISOR / EXETER - PERMANENT ROLE

Location: Clyst St Mary, Exeter

Assignment: Permanent contract

Hours: Friday to Sunday 07:00am - 19:00pm

Salary: £25,654 per annum

We are currently recruiting for a Weekend Food Production Supervisor for our well-known food manufacturing client based in Clyst St Mary.

After an initial training period with the existing day shift team (07:00am - 16:00pm) you will move to the Friday to Sunday shift pattern.

Duties as a Weekend Food Production Supervisor:

  • Handling ingredients including raw and cooked meats
  • Working on production lines and using machinery
  • Working in hot and cold temperatures
  • Completing paperwork and recording data
  • Weighing, measuring, and mixing ingredients
  • Checking CCP's, HACCP and Health & Safety
  • Ensuring the production schedule is completed for the end of the day
  • Ensuring cleaning schedules are followed and associated paperwork is completed
  • Leading, motivating, and managing the team in your department
  • Reporting and logging process issues daily and weekly
  • Carrying out training of staff on hygiene and equipment
  • Communicating with other areas and departments as required

Benefits:

  • Overtime rates at time and a half
  • 30 days holiday plus an additional day after 2 years' service
  • Bank holiday and Christmas week closure
  • Free of charge products to take home
  • Excellent working conditions and staff rest facilities
  • Free tea and coffee
  • Free onsite parking
  • Membership of our employee assistance scheme (access to free financial, health, legal and emotional support 24/7)
  • All employees are trained in Food Safety and will be provided with a certificate
  • £200 refer a friend scheme

We are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job

Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Successful applications will be contacted within 1 week of the closing date.

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy.

To apply for this 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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Woodworking Machine Engineer
£ 40000 - £ 45000
Exeter
Permanent
Posted: 19 July 2022
Expires: 18 August 2022

WOODWORKING MACHINE ENGINEER / EXETER - PERMANENT ROLE

Location: Marsh Barton, Exeter

Assignment: Permanent contract

Salary: Competitive salary

We are currently recruiting for a Woodworking Machine Engineer for our well-known manufacturing client based in Marsh Baron, Exeter, retailer of bespoke kitchens and bathrooms.

As a Woodworking Machine Engineer you will be responsible for the fluid running of the machinery in the factory, working with the servicing and maintenance schedules of each machine to work on prevention of broken-down machinery.

You will be required to be on call when not in the factory, with the exception of annual leave.

Duties as a Woodworking Machine Engineer:

  • Create and maintain daily, weekly and monthly maintenance schedules
  • Create and maintain incident and service logs for each machine
  • Create and maintain a machine register with schedules and manufacturer / supplier details within
  • Assist in quality control of product tolerances from automation and processing
  • Responsible for all internal extraction maintenance / repair and re-design on new machine installation / re-allocation
  • Forklift maintenance (overseeing where possible)
  • Long term management of tooling on the machines and keeping an itinerary of each machine and the tooling parts ready for when replacement is needed
  • Working with the HR Assistant to ensure briefings and updates on machine training is rolled out sufficiently to the intended recipients
  • Liaising with OEM contracts to ensure instructed repairs are to standard
  • Apprentice recruitment and training

About you:

  • Electrical machine system experience (18 th wiring addition is desirable)
  • Pnematic machine system experience
  • Organised and logical in thought
  • Hydraulic system experience
  • Excellent attention to detail
  • Excellent communication skills
  • Knowledge of Biesse & Homag machines would be advantageous
  • Good basic knowledge of mathematical models to aid in controlling tolerance
  • Be able to use / learn specialist electrical and mechanical measuring devices

Benefits:

  • Competitive salary
  • Company pension
  • Social events
  • Free onsite parking
  • Appropriate uniform provided
  • Regular performance and pay reviews
  • Fun fast paced environment
  • Discounted gym membership
  • Staff break room with pool table

We are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job

Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Successful applications will be contacted within 1 week of the closing date.

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy.

To apply for this 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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Para-Planner
£ 30000 - £ 38000
Exeter
Permanent
Posted: 19 July 2022
Expires: 18 August 2022

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

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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