Paraplanner

20 hours ago

Ferndown, United Kingdom Ward Goodman Full time £35,000

Paraplanner Location: Ferndown Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset.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 in-house 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. xpwpeyx Essential Key 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 Personal Attributes 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 REF-225 560

  • Paraplanner

    3 days ago

    Ferndown, United Kingdom Ward Goodman Full time

    Paraplanner Location: FerndownSalary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset. Following a strong period of growth, we are...

  • Paraplanner

    4 days ago

    Ferndown, United Kingdom Ward Goodman Full time

    Paraplanner Location: FerndownIs this the role you are looking for If so read on for more details, and make sure to apply today.Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint...

  • Paraplanner

    1 day ago

    Ferndown, United Kingdom Ward Goodman Full time

    Paraplanner Location: FerndownSalary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset. Following a strong period of growth, we are...

  • Paraplanner

    3 days ago

    ferndown, United Kingdom Ward Goodman Full time

    Paraplanner Location: FerndownSalary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset. Following a strong period of growth, we are...

  • Paraplanner

    2 days ago

    Ferndown, United Kingdom Ward Goodman Full time

    Paraplanner Location: Ferndown Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.The Ward Goodman Financial Services team also operate highly successful...

  • Paraplanner

    1 hour ago

    Ferndown, United Kingdom Ward Goodman Full time

    Paraplanner Location: Ferndown Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.The Ward Goodman Financial Services team also operate highly successful...

  • Senior Paraplanner – Hybrid Role

    2 days ago

    Ferndown, United Kingdom Ward Goodman Full time

    A leading financial planning firm in Ferndown is looking for an experienced Paraplanner to support Financial Planners with high net worth clients. You will need over 5 years of paraplanning experience and a Level 4 Diploma in financial planning. A solid understanding of the financial planning process is essential, alongside strong communication and IT...

  • Paraplanner - Hybrid Working

    3 weeks ago

    Ferndown, United Kingdom mbf. Full time

    A fantastic opportunity has arisen to join a highly successful, fully independent financial planning practice based in Ferndown. This well-established firm has built an exceptional reputation within the industry, boasting a loyal client base and a proven track record of growth over recent years.Due to continued expansion, the company is seeking an...

  • Paraplanner - Hybrid Working

    1 week ago

    Ferndown, Dorset, United Kingdom mbf Full time £40,000 - £50,000 per year

    A fantastic opportunity has arisen to join a highly successful, fully independent financial planning practice based in Ferndown. This well-established firm has built an exceptional reputation within the industry, boasting a loyal client base and a proven track record of growth over recent years.Due to continued expansion, the company is seeking an...

  • Paraplanner

    2 days ago

    Ferndown, United Kingdom Ward Goodman Full time

    Job DescriptionParaplannerLocation: FerndownSalary: from £35,000 depending on experienceWard Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset.Following a strong period of growth,...