Senior Paraplanner Needed

Ward Goodman Financial Services is looking for an experienced Senior Paraplanner to join their successful Wealth Management team.

The role holder will ensure that an effective support service is provided to the Financial Planners through the writing of effective reports that accurately analyse client details and ensure files are kept up to date and offer the best set of solutions for the financial planner.

The successful candidate will need to have a high level of technical knowledge, with particular experience in Investments, Trusts, IHT and SIPP and SSAS work and to provide a technical point of reference for the financial planner when ideas and proposals are being developed. A knowledge of 1st Software would be an advantage.

You must have excellent inter-personal skills, have a broad knowledge of the Financial Services industry, be committed to achieving targets and have excellent report writing skills.

Applicants will have a minimum of the FPC and should be working towards qualification.

Applicants should detail their salary expectations when applying for the position.

To find out more or to apply for the role please contact Bob Cox on 01202 875900