Careers
Ward Goodman Career Opportunities
Ward Goodman has a strong, local reputation and provides a stimulating environment in which to build a rewarding career.
Whether you are just starting your journey or furthering your career path, we are dedicated to supporting, guiding and investing in your career development. We offer you the chance to thrive and the opportunity to progress your career while assisting you to attain any necessary qualifications.
We are especially proud to offer opportunities for students and recent graduates who are ready to grow their careers with us.
Current Vacancies
Overview:
You will be a critical role in supporting our clients’ financial operations by maintaining accurate financial
records, preparing VAT returns, and ensuring compliance with accounting standards and HMRC regulations.
This role is ideal for someone who enjoys working with multiple clients and is comfortable managing a varied
workload.
Key Skills
Maintain accurate and up-to-date client accounting records using software such as Xero, QuickBooks,
or Sage.
- Process sales invoices, receipts, supplier invoices, and payments.
- Reconcile bank statements, credit cards, and control accounts.
- Prepare and submit VAT returns in line with Making Tax Digital (MTD) requirements.
- Ensure compliance with HMRC regulations and filing deadlines.
- Assist in the preparation of management accounts for clients.
- Provide financial data and reports to support client reviews and decision-making.
- Liaise directly with clients to gather information and provide updates.
- Assist clients with queries relating to bookkeeping, software, and reporting.
- Work closely with our Client Service Managers and other team members to ensure seamless service
delivery. - Support ad-hoc projects, year-end accounts preparation, and process improvements as needed
- The post holder may also be asked to support and undertake other related duties not listed in this role
Description from time to time according to the needs of the business.
- Relevant professional qualification, being AAT or equivalent.
- Proficient in cloud-based accounting software (Xero, QuickBooks, Sage).
- Client centricity
- Commerciality within the role that you perform
- The ability to create and maintain relationships with introducers, both internally or externally
- The ability to identify potential matters for inter departmental referrals, particularly our financial services team
- Excellent communication skills, face to face, via digital communication mediums, in written form
- Knowledge of hosting client meetings, together with questioning techniques, principles of fact-finding,
both hard and soft fact gathering - Excellent written skills
- Proficient in Microsoft 365
- Results driven
- Team orientated
- High level of integrity and ability to maintain confidentiality
- Excellent time management and organisational skills
- Self-motivated
- Problem solving ability
Qualifications: ATT or Equivalent
From Day 1
- Hybrid working after probation
- 25 days annual leave (includes 2 days for Christmas shutdown) for the team
- Birthday off
- Early finish on a Friday in August, 4pm
- Free onsite parking
- Free tea / coffee / refreshments
- Company events
- Celebration gifts for weddings, babies, attaining professional qualification, other significant life events
and major work anniversaries - Staff referrals bonus
- Client introduction bonus
- MySmartSpending Rewards
- Financial Services Advice - significant reduction in the cost
- Support charity efforts
After Probation
- Option to buy / sell annual leave - up to 5 days per year
- Profit share scheme
- Simply Health cashback scheme
- Salary sacrifice pension scheme (all employer NI saving passed across to employee pension)
- Up to 15 hours or 2 days for wellbeing (to inc health check ups, physio, chiropractor, mental health,
pet leave etc.) - Up to 5 days compassionate leave
- 5 days sick leave on full pay
- Individual training budget for career development
- Time off to take your child to school on their first day
- Plus additional benefits each year
Overview:
You will be a critical role in supporting our clients’ financial operations by maintaining accurate financial
records, preparing VAT returns, and ensuring compliance with accounting standards and HMRC regulations.
This role is ideal for someone who enjoys working with multiple clients and is comfortable managing a varied
workload.
Key Skills
Maintain accurate and up-to-date client accounting records using software such as Xero, QuickBooks,
or Sage.
- Process sales invoices, receipts, supplier invoices, and payments.
- Reconcile bank statements, credit cards, and control accounts.
- Prepare and submit VAT returns in line with Making Tax Digital (MTD) requirements.
- Ensure compliance with HMRC regulations and filing deadlines.
- Assist in the preparation of management accounts for clients.
- Provide financial data and reports to support client reviews and decision-making.
- Liaise directly with clients to gather information and provide updates.
- Assist clients with queries relating to bookkeeping, software, and reporting.
- Work closely with our Client Service Managers and other team members to ensure seamless service
delivery. - Support ad-hoc projects, year-end accounts preparation, and process improvements as needed
- The post holder may also be asked to support and undertake other related duties not listed in this role
Description from time to time according to the needs of the business.
- Relevant professional qualification, being AAT or equivalent.
- Proficient in cloud-based accounting software (Xero, QuickBooks, Sage).
- Client centricity
- Commerciality within the role that you perform
- The ability to create and maintain relationships with introducers, both internally or externally
- The ability to identify potential matters for inter departmental referrals, particularly our financial services team
- Excellent communication skills, face to face, via digital communication mediums, in written form
- Knowledge of hosting client meetings, together with questioning techniques, principles of fact-finding,
both hard and soft fact gathering - Excellent written skills
- Proficient in Microsoft 365
- Results driven
- Team orientated
- High level of integrity and ability to maintain confidentiality
- Excellent time management and organisational skills
- Self-motivated
- Problem solving ability
Qualifications: ATT or Equivalent
From Day 1
- Hybrid working after probation
- 25 days annual leave (includes 2 days for Christmas shutdown) for the team
- Birthday off
- Early finish on a Friday in August, 4pm
- Free onsite parking
- Free tea / coffee / refreshments
- Company events
- Celebration gifts for weddings, babies, attaining professional qualification, other significant life events
and major work anniversaries - Staff referrals bonus
- Client introduction bonus
- MySmartSpending Rewards
- Financial Services Advice - significant reduction in the cost
- Support charity efforts
After Probation
- Option to buy / sell annual leave - up to 5 days per year
- Profit share scheme
- Simply Health cashback scheme
- Salary sacrifice pension scheme (all employer NI saving passed across to employee pension)
- Up to 15 hours or 2 days for wellbeing (to inc health check ups, physio, chiropractor, mental health,
pet leave etc.) - Up to 5 days compassionate leave
- 5 days sick leave on full pay
- Individual training budget for career development
- Time off to take your child to school on their first day
- Plus additional benefits each year
Overview:
Join Ward Goodman as a Private Client Tax Senior, managing a diverse portfolio of business owners, property investors, HNW/UHNW families, trusts, and estates. As the key point of contact, you’ll ensure seamless service delivery while providing expert tax compliance, planning, and advisory services. You’ll play a crucial role in client relationship management, business development, and upholding the highest professional standards.
Key Responsibilities:
· Client Relationship Management – Serve as the primary advisor, delivering exceptional service and proactive tax planning.
· Portfolio Oversight – Manage a portfolio of high-net-worth clients, ensuring compliance and timely completion of tax-related tasks.
· Tax Advisory & Compliance – Prepare reports and letters providing expert guidance on Income Tax, IHT, CGT, and other tax matters.
· Regulatory & Group Standards – Conduct regular client reviews, year-end tax planning, and ensure full regulatory compliance.
· Business Development – Identify and generate new client opportunities, promoting Ward Goodman’s full suite of services.
· Company Representation – Act as a trusted ambassador, upholding professional ethics and driving company initiatives.
· Proven experience in a similar role, managing private client tax matters.
· ATT or CTA qualified, with strong technical knowledge and a commitment to continuous learning.
· Highly organised, able to manage multiple deadlines, particularly during the tax return compliance cycle.
· Strong interpersonal skills, with the ability to build rapport and establish long-term client relationships.
If you’re a motivated tax professional with a client-first mindset, we’d love to hear from you!
Contact us at recruitment@wardgoodman.co.uk
Overview:
Join Ward Goodman as a Private Client Tax Senior, managing a diverse portfolio of business owners, property investors, HNW/UHNW families, trusts, and estates. As the key point of contact, you’ll ensure seamless service delivery while providing expert tax compliance, planning, and advisory services. You’ll play a crucial role in client relationship management, business development, and upholding the highest professional standards.
Key Responsibilities:
· Client Relationship Management – Serve as the primary advisor, delivering exceptional service and proactive tax planning.
· Portfolio Oversight – Manage a portfolio of high-net-worth clients, ensuring compliance and timely completion of tax-related tasks.
· Tax Advisory & Compliance – Prepare reports and letters providing expert guidance on Income Tax, IHT, CGT, and other tax matters.
· Regulatory & Group Standards – Conduct regular client reviews, year-end tax planning, and ensure full regulatory compliance.
· Business Development – Identify and generate new client opportunities, promoting Ward Goodman’s full suite of services.
· Company Representation – Act as a trusted ambassador, upholding professional ethics and driving company initiatives.
· Proven experience in a similar role, managing private client tax matters.
· ATT or CTA qualified, with strong technical knowledge and a commitment to continuous learning.
· Highly organised, able to manage multiple deadlines, particularly during the tax return compliance cycle.
· Strong interpersonal skills, with the ability to build rapport and establish long-term client relationships.
If you’re a motivated tax professional with a client-first mindset, we’d love to hear from you!
Contact us at recruitment@wardgoodman.co.uk
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
Sophie.Brown@wardgoodman.co.uk
- 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
- 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
Please e-mail your CV and covering letter to Sophie.Brown@wardgoodman.co.uk
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
Sophie.Brown@wardgoodman.co.uk
- 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
- 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
Please e-mail your CV and covering letter to Sophie.Brown@wardgoodman.co.uk
Applications
Apprenticeship applications should be submitted in February and March each year with the apprentice training contract commencing in September providing the necessary academic qualifications are achieved.
Please apply by sending your CV with a covering letter to recruitment@wardgoodman.co.uk.
