High Net Worth Para Planner
6 days ago
We are seeking a highly skilled Para Planner to join our team at Ward Goodman Ltd. As a key member of our financial planning team, you will be responsible for providing expert advice to high net worth clients on a range of financial planning issues.
The successful candidate will have excellent technical knowledge, strong communication and interpersonal skills, and the ability to work independently and as part of a team. We offer a competitive basic salary of £50,000 - £65,000 per annum, depending on experience, plus bonus and other benefits.
This is an excellent opportunity for someone looking to develop their career in financial planning and work with a leading financial planning company.
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High Net Worth Advisor
1 day ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeJob Description: High Net Worth AdvisorWe are seeking an experienced full-time para planner to join our team at our head office. As a High Net Worth Advisor, you will work closely with our financial planners to deliver high-quality advice to clients. This includes providing expertise in investment planning, trusts, estate planning, retirement planning, and...
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High Net Worth Advice Manager
2 days ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeAbout Our TeamWe are a leading provider of financial planning services, seeking an experienced High Net Worth Advice Manager to join our team at Ward Goodman Ltd. The successful candidate will have a proven track record of delivering high-quality advice on investment planning, trusts and estate planning, retirement planning, and equity release to our high...
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Experienced Para Planning Professional
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeJob SummaryWe are seeking an experienced Para Planner to join our team at Ward Goodman Ltd. The successful candidate will have at least 5 years of experience in para planning, a Level 4 Diploma qualification in financial planning, and strong technical knowledge.The role involves providing expert advice to high net worth clients on investment planning,...
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Senior Financial Planner
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeRole OverviewWard Goodman Ltd, a leading financial planning company, is seeking an experienced Para Planner to join our team. This role offers the opportunity to work with high net worth clients, providing expert advice on investment planning, trusts, estate planning, retirement planning, and equity release.The ideal candidate will have at least 5 years of...
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Senior Para Planner Specialist
2 days ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeJob OverviewWe are looking for a Senior Para Planner Specialist to join our growing team at Ward Goodman Ltd. The ideal candidate will have extensive experience in providing high-quality support services to our Financial Planners and a broad knowledge of investment planning, trusts and estate planning, retirement planning, and equity release.A competitive...
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High Net Worth Tax Lawyer
1 day ago
Bournemouth, Bournemouth, United Kingdom Douglas Scott Legal Recruitment Full timeDouglas Scott Legal Recruitment is recruiting for a High Net Worth Tax Lawyer to join their team in Bournemouth. In this role, you will have the opportunity to work on high net worth tax, trust and wills matters with support from partners and senior associates.Job RequirementsQualified solicitor or legal executive with experience in private client...
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High-Net-Worth Individual Advisor
14 hours ago
Bournemouth, Bournemouth, United Kingdom Trethowans Full timeRole SummaryWe are seeking an experienced Private Client Lawyer to join our expanding team at Trethowans. As a leading private client law firm in Dorset, we provide high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.Main ResponsibilitiesAdvising clients on complex estate planning,...
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Para Planning Specialist
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeJob DescriptionWe are looking for a highly skilled para planner to join our team at Ward Goodman Ltd. As a key member of our financial services team, you will be responsible for providing expert advice and support to our clients.You will work closely with our financial planners to deliver high-quality support services, including investment planning, trusts...
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High Net Worth Tax Specialist
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Douglas Scott Legal Recruitment Full timePrivate Client Solicitor OpportunityA fantastic chance to secure your next career move in a noted team with a national reputation.You could be a qualified solicitor or legal executive, trained at a well-known firm, ideally with a Legal 500 background. The role is perfect for someone keen to work on high net worth tax, trust and wills matters with support...
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Financial Planning Specialist
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeRole OverviewWard Goodman Ltd is seeking an experienced Para Planner to join our team at our head office. The successful candidate will work with our Financial Planners on their high net worth client bank, covering a wide range of issues including investment planning, trusts, and estate planning, retirement planning, and equity release.We offer a competitive...
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High Net Worth Underwriting Expert
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Limited Full timeAbout This RoleVitality Corporate Services Limited is seeking an experienced Underwriter to join our Underwriting & Claims - Life team. This is a remote, full-time role that requires strong background in financial underwriting, good interpersonal skills, and experience in all Protection products.Key ResponsibilitiesImplement Vitality's High Net Worth (HNW)...
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Ward Goodman Financial Services Expert
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeAs a Para Planning Specialist with Ward Goodman Ltd, you will be responsible for delivering high-quality support services to our clients. This includes working closely with our financial planners to provide expert advice and guidance on a range of financial planning topics.You will be an integral part of our team, working closely with colleagues to achieve...
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Private Client Lawyer
14 hours ago
Bournemouth, Bournemouth, United Kingdom Trethowans Full timeWe are a leading private client law firm in Dorset, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients. As our firm continues to grow, we are seeking an experienced Private Client Lawyer to join our expanding team.**Key Responsibilities:**Advising clients on...
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Financial Planning Consultant
2 days ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeAbout the RoleWe are seeking a highly experienced Financial Planning Consultant to join our team at Ward Goodman Ltd. As a key member of our financial planning department, you will work closely with our Financial Planners to provide expert advice on investment planning, trusts and estate planning, retirement planning, and equity release.The successful...
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Town Planner Specialist
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Penguin Recruitment Full timeAbout the Opportunity:We are delighted to be working with a well-established planning consultancy based in Bournemouth, who is seeking a highly skilled Senior Town Planner to join their team.This is an excellent opportunity to work on a variety of challenging projects, ranging from residential to commercial and mixed-use developments, and to contribute to...
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Financial Planner Professional
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeOverviewWe are seeking an experienced financial professional to join our growing team at Ward Goodman Ltd. The successful candidate will work closely with our financial planners to provide high-quality support services.The ideal candidate will have a strong understanding of the full financial planning process, excellent technical knowledge, and the ability...
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High-Level Paraplanning Professional
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner Job DescriptionWe are looking for a talented Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing high-level technical paraplanning services to our clients.Responsibilities:Provide technical support to Financial Planners and assist with client advice.Review client...
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Senior Tax Solicitor
2 months ago
Bournemouth, Bournemouth, United Kingdom Douglas Scott Legal Recruitment Full timePrivate Client Solicitor OpportunityThis is a fantastic chance to join a renowned team with a national reputation. You could be a qualified solicitor or legal executive, trained at a well-known firm, ideally with a Legal 500 background. You'll be keen to secure your next career move and work on high net worth tax, trust, and wills matters with support from...
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Aviation Services Planner
5 days ago
Bournemouth, Bournemouth, United Kingdom Gama Aviation LLC Full timeAbout Gama Aviation LLCGama Aviation LLC is a leading provider of aviation services, offering a range of solutions to meet the needs of our clients. We are committed to delivering high-quality services and providing exceptional customer experiences.Our MissionWe strive to be the preferred partner for aviation services, known for our expertise, innovation,...
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Family Law Solicitor
2 months ago
Bournemouth, Bournemouth, United Kingdom Douglas Scott Legal Recruitment Full timeFamily Law Solicitor , Christchurch This is an exciting opportunity for an ambitious Family Law Solicitor with some previous post qualification experience in a busy privately funded department.You will have trained and gained experience in a noted team having ran cases from start to completion and you'll be confident dealing with sensitive issues.The...