Job vacancy – Para Planner
Location: Wimborne, Dorset
My client is a leading Financial Planning & Accountancy practice with three offices across Dorset. Following a strong period of growth, they are seeking an experienced full-time para planner to join their growing team based between Wimborne and Ferndown. Full support will be provided by the existing para planners and the internal compliance team.
The successful candidate will work with their 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. They are offering a competitive basic salary plus bonus and other benefits. After successful completion of the probation period, they 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
- 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
For further details on the role or to apply for the vacancy, please email your CV with a covering letter to