Financial Planning Consultant

2 days ago


Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full time
About the Role

We 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 candidate will have a strong technical knowledge of the full financial planning process and be able to simplify complex areas of advice for our clients. A competitive basic salary of £45,000 plus bonus is offered, along with hybrid working arrangements after a probation period.

Key Requirements:

  • 5+ years experience in para planning
  • Level 4 Diploma qualified in financial planning
  • Understanding of the full financial planning process
  • Strong technical knowledge and ability to simplify complex advice
  • Ability to work within defined business processes


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