Para Planning Specialist
3 weeks ago
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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