Paraplanner – Wimborne, Dorset – competitive basic salary with bonus

South West England

Competitive basic salary with bonus

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.

Recruiter

Ward Goodman

Posted

21 June 2022

Sector

Equity release, Estate Planning, Investment, Trusts

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Following a strong period of growth, we are seeking a further full-time paraplanner to join our growing team at our head office, which is between Wimborne and Ferndown. You will be fully supported by the existing paraplanners and the internal compliance team. You will also have access to the in-house expertise of our tax specialists. 

The successful candidate will work with two of 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. 

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. 

 Essential Key Skills 

  • Understanding of the Financial Planning process 
  • Able to work within defined business processes 
  • Ability to achieve agreed outcomes without supervision 
  • Ability to multi‐task and prioritise effectively 
  • Detailed and accurate 
  • Articulate 
  • Excellent inter‐personal skills, both written and verbal. 
  • Good IT skills with working knowledge of MS Office 
  • Good report writing skills 
  • Ability to work independently and in a team 
  • Working towards or achievement of Level 4 

 Essential Key Skills and Personal Attributes 

  • A positive, friendly, service orientated person with a “can do” attitude who is aware of the important role played by a paraplanner in providing financial advice
  • Articulate communicator 
  • 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 

 For further details on the role or to apply for the vacancy, please click the ‘Recruiter’ button and send your CV with a covering letter 


EMAIL RECRUITER
Professional Paraplanner