Senior Para Planner Specialist

2 weeks ago


Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full time
Job Overview

We 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 basic salary of £42,000 plus bonus is offered, along with full study support and opportunities for professional development. You will be expected to demonstrate your commitment to professional development by studying professional qualifications as required.

Key Responsibilities:

  • Providing expert advice on financial planning issues
  • Working closely with Financial Planners to deliver high-quality support services
  • Developing and maintaining strong relationships with clients and providers


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