Para Planner

Overview:

Following a strong period of growth, we are seeking an experienced full-time para planner to join our

growing team at our head office, which is between Wimborne and Ferndown. Full support will be

provided by the existing para planners and the internal compliance team as well as access to the inhouse expertise of our tax specialists.

The successful candidate will work with our Financial Planners on their high net worth client bank and

the advice will cover a wide range of issues including investment planning, trusts and estate planning,

retirement planning and equity release. A broad knowledge in these areas is required.

We are offering a competitive basic salary plus bonus and other benefits. 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.

For further details on the role or to apply for the vacancy, please email your CV with a covering letter to

Entry Requirements and Essential Skills:

• 5+ years para planning experience
• Level 4 Diploma qualified in financial planning
• Understanding of the full financial planning process
• Strong technical knowledge and the ability to simplify the complex areas of advice
• Ability to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Ability to multi‐task and prioritise effectively to deliver work within agreed timescales
• Articulate in communication
• Excellent inter‐personal skills, both written and verbal, with team members, providers and
• clients.
• Good IT skills with working knowledge of MS Office
• Experience working with financial services research tools including FE Analytics
• Excellent report writing skills with high attention to detail and accuracy
• Ability to work independently and in a team

The ideal candidate will:

• A positive, friendly, service orientated person with a “can do” attitude who is aware of the
• important role played by a Para planner in providing financial advice
• Honesty, integrity and ability to maintain confidence and confidentiality are key attributes
• Hard working and responsive to the need to deliver a high quality support service
• Attention to detail and exceptionally high standards of work

Extra Information:

Location: Wimborne, Dorset

Working week: Monday - Friday 9am - 5:30pm

To Apply: