Overview: Our team are friendly and like to be in touch. Our people know that they must deliver the level of service that they would expect to receive. Through innovation and design we create useful offerings for our clients and ensure that through teamwork and asking the right questions, we are always one step ahead.

We are seeking a newly qualified Accountant to join our Ferndown and Shaftesbury office. The role requires you to work as part of team to assist in the delivery of services and accounting support to a portfolio of clients with the support of a Senior Manager.

Entry Requirements and Essential Skills:

• portfolio management
• holding and leading business meetings with clients
• using Xero/Quickbooks

You will be:

• friendly and approachable
• able to build rapport quickly and easily
• focused on delivering the highest standard of service
• commercially minded
• able to deliver to deadlines
• able to seek out new business opportunities to build and develop your client portfolio
• enthusiastic and energetic

Salary: on application  

To Apply: please email your CV with a covering letter to recruitment@wardgoodman.co.uk

Closing date: 31 January 2022

Following a strong period of growth, leading IFA firm Ward Goodman Financial Services are looking to recruit quality Independent Financial Planners to cover its three offices and those of its joint venture law firms in Dorset, Hampshire and Somerset.  

A constant stream of quality referrals are generated from both the Ward Goodman Chartered Accountancy practice and the joint venture law firms.         

All IFAs have access to a team of highly qualified ‘in house’ professionals in accountancy, trust and tax work to ensure clients are provided with a complete rounded service. 

What we are looking for:

• Advisers that enjoy working and living in their community who are proud of the advice that they give and care very much about the client and reputation
• Advisers that wish to build up long term security in their fee income and long term relationships based on reputation with their clients and introducers
• Professional advisers that can demonstrate a ‘can do’ attitude and work well as part of a team
• Diploma qualification and valid statement of professional standing.

The positions will be salaried with attractive bonus terms, some great offices to cover and a dedicated team of para planners/administrators to support you to write business and service the existing client bank.  

If you are interested in the opportunities, please email your covering letter and CV to:

recruitment@wardgoodman.co.uk