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.
If the following job requirements and experience match your skills, please ensure you apply promptly.
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 Sophie.Brownwardgoodman.co.uk 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: Please e-mail your CV and covering letter to Sophie.Brownwardgoodman.co.uk