Para Planning Specialist

3 weeks ago


Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full time
Job Requirements

Overview:

We are seeking an experienced Para Planner to work with our Financial Planners on their high net worth client bank, providing financial advice on a wide range of issues

including

investment planning, trusts and estate planning, retirement planning, and equity release. The successful candidate will have a broad knowledge in these areas.

The ideal candidate will have 5+ years of Para Planning experience, a Level 4 Diploma qualification in financial planning, and an understanding of the full financial planning process.

Key Responsibilities:

  • Work with Financial Planners on high net worth client bank
  • Provide financial advice on investment planning, trusts and estate planning, retirement planning, and equity release
  • Develop and maintain strong technical knowledge of financial planning processes
  • Ability to work within defined business processes and achieve agreed outcomes without supervision
  • Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts to clients and team members

Benefits and Opportunities:

  • Competitive basic salary and bonus
  • Hybrid working arrangement after successful completion of probation period
  • Full study support and professional development opportunities
  • Opportunity to work with a team of experienced professionals in the financial planning industry

About Us

Ward Goodman Ltd is a financial services company dedicated to providing high-quality financial planning advice to clients. We are committed to delivering exceptional service and supporting the professional development of our employees.



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