An opportunity has arisen in our Ferndown office for a proactive and enthusiastic administrator to join our established administration team supporting existing Financial Planners and assigned Paraplanners to deliver a first class service to private, corporate and trust customers.

What will be your main duties & responsibilities?

Preparing for adviser/client appointments by providing new business and review packs to the agreed timeframe and specification.

Processing post meeting packs by updating all relevant fact find information on internal systems accurately.

Obtaining and updating information from 3^rd parties to aid the preparation of financial reports.

Preparing and sending client correspondence and reports, including review and pre-completion of application and other relevant forms.

Ownership of case progress, ensuring a smooth handling of transacted business.

General administration and query handling, ensuring the highest standard of service is provided.

Producing regular and ad-hoc client valuations.

Secondary point of contact for clients on behalf of assigned advisor/s.

What you will need to be successful in the role?

Experience within a fast paced financial services administration role, understanding the wide variety of financial products available.

Strong oral and written communication skills. Able to build strong relations with staff members and clients.

You will be confident and self-assured. Display a positive approach to change, remain calm and work well under pressure.

Good planning and organisational skills, having the ability to organise and prioritise workloads.

Good IT knowledge, to include Microsoft Office, workflow and CRM systems (Adviser Office knowledge an advantage).

Accuracy, attention to detail, ability to follow established processes and work as a team are key.

Professional industry qualifications desirable, we do offer a comprehensive support package to obtain these if this is your ambition.

What we offer?

Competitive salary and benefits package

Full training and ongoing support

Comfortable and friendly working environment

Free onsite parking

Working hours of 9am to 5:30pm Monday to Friday

20 days holiday, increasing with length of service

 

To be considered for interview, please send your CV together with a cover letter to supervisor@wardgoodman.co.uk

Overview: This role is an entry level placement position for someone studying a degree in a finance related subject. The position is on a full time basis for a fixed term period of a minimum of 10 months.

The role will comprise of periods of time working within the different areas of a successful financial services firm to develop the skills required to conduct portfolio analysis, product selection, report writing and other tasks undertaken by a Paraplanner. Within your time with us, you will engage in all areas of the planning process to give a full and complete industry experience.

Ward Goodman Financial Services benefits from an integrated team of tax experts and financial planners and we work closely with our internal accounting department. As well as this, we have joint venture companies with local solicitors to ensure our clients receive a full holistic approach to their financial planning needs.

By the end of the placement, the successful candidate will have a well-rounded insight into the world of financial services and will have developed key skills and attributes which will aid their final year studies and future career path.

 

Salary: £16,000 -£17,000           

 

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

 

Closing date: 20 March 2020

Ward Goodman are a leading Accountancy & Financial Planning practice with three offices across Dorset.  The Ward Goodman financial services team also operate highly successful joint ventures with two of the largest law firms in Dorset.   

Following a strong period of growth, we are seeking a part-time or full-time Para Planner to join our growing team at our head office which is between Wimborne and Ferndown.  You will be fully supported by the existing Para Planners and the internal compliance team. 

The successful candidate will work with two of the senior Financial Planners on their high net worth client bank and the advice will focus on investment planning, trusts and estate planning.   

We are offering a competitive basic salary plus bonus plus other benefits. 

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 gareth.simon@wardgoodman.co.uk.