HNWI Estate Planner

McKinlay Law is looking for a skilled paralegal to join their prestigious team in Bournemouth, specialising in high-net-worth individual (HNWI) cases. As a key member of the team, you will handle a diverse range of tasks related to trusts, wills, probate, tax, and estate planning.Your primary duties will involve:Researching and drafting wills for HNW...

About the Role:We are looking for an experienced HNWI Client Services Coordinator to join our team at McKinlay Law in Bournemouth. The ideal candidate will have a background in private client services and experience dealing with trust wills probate tax estate planning work. As a key member of our team, you will be responsible for drafting Wills, Lasting...

Job 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...

Role 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...

Job 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...

Job 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...

Job 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,...

About 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...

**Property Operations Planner** **Salary - Competitive + Benefits** **Location - Various across the South (travel to Head office required)** **About You** We are looking for a Property Operations Planner who is responsible for the project planning, coordination, and administration of property management across the estate of developments managed by...

Property Operations Planner Salary – Competitive + Benefits Location – Various across the South (travel to Head office required) About You We are looking for a Property Operations Planner who is responsible for the project planning, coordination, and administration of property management across the estate of developments managed by McCarthy...

**Property Operations Planner FTC** **Salary - Competitive + Benefits** **Location - Hybrid with travel expected to Bournemouth Head Office** **About You** We are looking for a Planner who is responsible for the project planning, coordination, and administration of property management across the estate of developments managed by McCarthy Stone Management...

**Role: Wealth Administrator, Bournemouth** **What is the purpose of the role?** An exciting opportunity for an administrator to join the Bournemouth office, working within a team who provide holistic Wealth Advisory Service in relation to retirement planning, estate planning, investments, and protection. Typically, our clients are HNW individuals with...