Financial Planner Advisor

3 weeks ago


Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full time
Job Title: Para Planner

About the Role

We are seeking an experienced full-time 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 and provide advice on a wide range of issues, including investment planning, trusts and estate planning, retirement planning, and equity release.

Responsibilities

  • Work with Financial Planners to provide advice on high net worth client matters
  • Develop and maintain strong technical knowledge of financial planning processes
  • Communicate complex advice to clients in a clear and concise manner
  • Work independently and as part of a team to deliver high-quality support services

Requirements

  • 5+ years para planning experience
  • Level 4 Diploma qualified in financial planning
  • Understanding of the full financial planning process
  • Strong technical knowledge and excellent communication skills

Working Arrangements

After successful completion of the probation period, we would be prepared to offer a hybrid working arrangement. Full study support is also provided, and you will demonstrate your commitment to professional development by studying professional qualifications as required.



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