Paraplanner - Ward Goodman - Wimborne, Dorset

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 seeking a further full-time Para Planner to join our growing team at our head office, which is between Wimborne and Ferndown. You will be fully supported by the existing Para Planners 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.

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

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