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- Tasks: Join our team as a Para Planner, supporting Financial Planners with high net worth clients.
- Company: We're a growing financial services firm located between Wimborne and Ferndown.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work options, and full study support.
- Why this job: This role offers professional growth, diverse tasks, and the chance to work with experts.
- Qualifications: Must have 5+ years of para planning experience and Level 4 Diploma in financial planning.
- Other info: Email your CV and cover letter to apply!
The predicted salary is between 36000 - 60000 £ per year.
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:
Please e-mail your CV and covering letter to
Para Planner employer: Ward Goodman Ltd
Contact Detail:
Ward Goodman Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Para Planner
✨Tip Number 1
Make sure to highlight your experience in para planning, especially if you have worked with high net worth clients. This will show that you understand the complexities involved in investment planning and estate management.
✨Tip Number 2
Familiarize yourself with the specific financial products and services that the company offers. Being knowledgeable about their approach can help you stand out during discussions with the team.
✨Tip Number 3
Network with current or former employees of the company on platforms like LinkedIn. They can provide insights into the company culture and what they value in a para planner.
✨Tip Number 4
Prepare to discuss your commitment to professional development. Since the role involves studying for qualifications, be ready to share your plans for further education and how it aligns with the company's goals.
We think you need these skills to ace Para Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of para planning experience and any relevant qualifications, especially the Level 4 Diploma in financial planning. Use specific examples to demonstrate your expertise in investment planning, trusts, estate planning, retirement planning, and equity release.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with their needs and how you can contribute to their team. Be sure to address it to Sophie Brown as specified in the job description.
Highlight Professional Development: Emphasize your commitment to ongoing professional development in your application. Mention any relevant courses or qualifications you are pursuing or plan to pursue, as this aligns with the company's support for study.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Ward Goodman Ltd
✨Showcase Your Experience
Make sure to highlight your 5+ years of para planning experience during the interview. Be prepared to discuss specific cases where you successfully assisted financial planners, focusing on your contributions to investment planning, trusts, and estate planning.
✨Demonstrate Knowledge in Key Areas
Since the role involves a broad knowledge of investment planning, retirement planning, and equity release, brush up on these topics. Be ready to answer questions or provide insights on current trends and best practices in these areas.
✨Emphasize Professional Development
The company values commitment to professional growth. Discuss any relevant qualifications you hold, such as the Level 4 Diploma, and express your enthusiasm for further study support they offer. This shows your dedication to continuous learning.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready for your interviewers about the team dynamics, the hybrid working arrangement, and how the internal compliance team collaborates with para planners. This demonstrates your interest in the role and helps you assess if it's the right fit for you.
