Vacancies
Ward Goodman Vacancies
Ward Goodman Vacancies
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
Financial Services IFA Administrator
Department:
Administration
Contact:
Daniel.socorro@wardgoodman.co.uk
Overview:
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 3rd 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 we offer?
- Competitive salary and comprehensive 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
Entry Requirements and Essential Skills:
Professional industry qualifications desirable, we do offer a comprehensive support package to obtain these if this is your ambition.
The ideal candidate will:
- Have 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 (Intelliflo Office knowledge an advantage).
- Accuracy, attention to detail, ability to follow established processes and work as a team are key.
To Apply:
Please e-mail your CV and covering letter to Daniel.socorro@wardgoodman.co.uk
Entry Requirements and Essential Skills:
Professional industry qualifications desirable, we do offer a comprehensive support package to obtain these if this is your ambition.
The ideal candidate will:
- Have 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 (Intelliflo Office knowledge an advantage).
- Accuracy, attention to detail, ability to follow established processes and work as a team are key.
To Apply:
Please e-mail your CV and covering letter to Daniel.socorro@wardgoodman.co.uk
Overview:
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 3rd 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 we offer?
- Competitive salary and comprehensive 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
Department:
Administration
Contact:
Daniel.socorro@wardgoodman.co.uk
Entry Requirements and Essential Skills:
Professional industry qualifications desirable, we do offer a comprehensive support package to obtain these if this is your ambition.
You will be:
- Have 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 (Intelliflo Office knowledge an advantage).
- Accuracy, attention to detail, ability to follow established processes and work as a team are key.
To Apply:
Please e-mail your CV and covering letter to Daniel.socorro@wardgoodman.co.uk
Para Planner
Department:
Financial Services
Contact:
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
Entry Requirements and Essential 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
- Ability to work independently and in a team
The ideal candidate will:
- 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
Extra Information:
Location: Wimborne, Dorset
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to Sophie.Brown@wardgoodman.co.uk
Entry Requirements and Essential 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
- Ability to work independently and in a team
The ideal candidate will:
- 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
Extra Information:
Location: Wimborne, Dorset
Working week: Monday - Friday 9am - 5:30pm
To Apply:
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
Department:
Financial Services
Contact:
Sophie.Brown@wardgoodman.co.uk
Entry Requirements and Essential 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
- Ability to work independently and in a team
You will be:
- 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
Extra Information:
Location: Wimborne, Dorset
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to Sophie.Brown@wardgoodman.co.uk
Tax Semi Senior
Department:
Administration
Contact:
rachel.hunt@wardgoodman.co.uk
Overview:
Responsible for managing a portfolio of clients and delivering holistic Ward Goodman services in line with your specific team and role responsibilities. In addition to client service delivery, the role will also involve being focused on meeting personal and team income targets, KPIs, CSFs and the holistic planning and co-ordinating of the commitments to clients.
To co-ordinate, forecast and plan your workflow and support your peers, together with your reporting line SCSM, and those you are mentoring/coaching/training in coordinating, forecasting and planning their workflow, as required.
Based on your level of knowledge, as detailed in the skill matrix, you will be required to oversee training and offer support to less experienced members of the group.
Key responsibilities
- To be client facing, thus the face of Ward Goodman from the vantage point of the client
- Manage a client portfolio ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the procedures.
- Be recognised by, the clients, your peers and the wider group as the point of contact for the portfolio of clients allocated to you and coordinate all services that they require
- To excel in both, client, regulatory and group standards
- Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning and ongoing tax planning
- Carry out regular client reviews in line with their service offering
- Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you, together with the CSM apprentices that work within your team
- Act in a professional manner, upholding the ethics, culture and values of the group, professional regulatory bodies and the group policies and procedures
- Use appropriate software, delegation of work (where possible), together with any other means to in order to improve efficiencies
- Organise and monitor workflow to keep all members of staff working at their optimum whilst providing the required client service, as detailed by the group policy
- Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
- Report weekly to the SCSM based on the detailed KPIs and CSFs, as detailed in Appendix 1.
- Act as an ambassador of Ward Goodman and actively promote services to existing and potential clients across all the service offerings throughout all aspects of the group, such as Business, Personal, Community and the relevant professional disciplines, tax planning, financial planning, business/community advisory, and auditing
- Promote training and development for peers ensuring they understand the requirements of their role
- Implement initiatives and specific projects as instructed by the board
- To generate new enquiries for the team in which you work and for other teams within the group
Entry Requirements and Essential Skills:
| Key Performance Indicators (KPIs) | Performance Level Required |
| Commerciality |
|
|
|
| Client Centricity |
|
|
|
| Use of technology |
|
|
|
| Critical Success Factors (CSFs) | Performance Level Required |
| Commerciality |
|
|
|
| Client centricity |
|
| Use of technology |
|
| Management of tasks |
|
| Key Skills | |
|
|
| Main Tasks | |
|
|
Extra Information:
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to rachel.hunt@wardgoodman.co.uk
Entry Requirements and Essential Skills:
| Key Performance Indicators (KPIs) | Performance Level Required |
| Commerciality |
|
|
|
| Client Centricity |
|
|
|
| Use of technology |
|
|
|
| Critical Success Factors (CSFs) | Performance Level Required |
| Commerciality |
|
|
|
| Client centricity |
|
| Use of technology |
|
| Management of tasks |
|
| Key Skills | |
|
|
| Main Tasks | |
|
|
Extra Information:
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to rachel.hunt@wardgoodman.co.uk
Overview:
Responsible for managing a portfolio of clients and delivering holistic Ward Goodman services in line with your specific team and role responsibilities. In addition to client service delivery, the role will also involve being focused on meeting personal and team income targets, KPIs, CSFs and the holistic planning and co-ordinating of the commitments to clients.
To co-ordinate, forecast and plan your workflow and support your peers, together with your reporting line SCSM, and those you are mentoring/coaching/training in coordinating, forecasting and planning their workflow, as required.
Based on your level of knowledge, as detailed in the skill matrix, you will be required to oversee training and offer support to less experienced members of the group.
Key responsibilities
- To be client facing, thus the face of Ward Goodman from the vantage point of the client
- Manage a client portfolio ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the procedures.
- Be recognised by, the clients, your peers and the wider group as the point of contact for the portfolio of clients allocated to you and coordinate all services that they require
- To excel in both, client, regulatory and group standards
- Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning and ongoing tax planning
- Carry out regular client reviews in line with their service offering
- Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you, together with the CSM apprentices that work within your team
- Act in a professional manner, upholding the ethics, culture and values of the group, professional regulatory bodies and the group policies and procedures
- Use appropriate software, delegation of work (where possible), together with any other means to in order to improve efficiencies
- Organise and monitor workflow to keep all members of staff working at their optimum whilst providing the required client service, as detailed by the group policy
- Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
- Report weekly to the SCSM based on the detailed KPIs and CSFs, as detailed in Appendix 1.
- Act as an ambassador of Ward Goodman and actively promote services to existing and potential clients across all the service offerings throughout all aspects of the group, such as Business, Personal, Community and the relevant professional disciplines, tax planning, financial planning, business/community advisory, and auditing
- Promote training and development for peers ensuring they understand the requirements of their role
- Implement initiatives and specific projects as instructed by the board
- To generate new enquiries for the team in which you work and for other teams within the group
Department:
Administration
Contact:
rachel.hunt@wardgoodman.co.uk
Entry Requirements and Essential Skills:
| Key Performance Indicators (KPIs) | Performance Level Required |
| Commerciality |
|
|
|
| Client Centricity |
|
|
|
| Use of technology |
|
|
|
| Critical Success Factors (CSFs) | Performance Level Required |
| Commerciality |
|
|
|
| Client centricity |
|
| Use of technology |
|
| Management of tasks |
|
| Key Skills | |
|
|
| Main Tasks | |
|
|
Extra Information:
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to rachel.hunt@wardgoodman.co.uk
Accounts Semi Senior
Department:
Administration
Contact:
rachel.hunt@wardgoodman.co.uk
Overview:
Responsible for managing a portfolio of clients delivering Ward Goodman accounts, tax, payroll and business advisory services. In addition to client service delivery, the role will also involve being focused on income targets, recoverability and the planning and co-ordinating of the commitments to clients.
- Manage a client portfolio ensuring efficient and timely completion of all tasks required
- Be recognised as the relationship manager for your portfolio of clients and coordinate all services that are required
- Maintain regulatory and Company standards
- Carry out annual fee reviews for clients within the portfolio in line with department fees
- Control budgets, chargeable hours and recoverability for the client portfolio
- Act in a professional manner, upholding the ethics of the Company, professional regulatory bodies and the Company policies and procedures
- Use appropriate software in order to improve efficiencies
- Organise and monitor own workflow to ensure work optimisation, whilst providing excellent client service
- Support other Client Service Managers with work flow peaks
- Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
- Attend and contribute to weekly team meetings
- Act as an ambassador of Ward Goodman and actively promote services to existing and potential clients
- Implement initiatives and specific projects as instructed by the Directors/Senior Managers
Entry Requirements and Essential Skills:
| KPI | Performance Level Required |
| Financial |
|
| Client Relationships |
|
| Team Development |
|
| Key Skills | |
|
|
| Main Tasks | |
|
|
| Level of qualifications | |
|
|
Extra Information:
Location: Ferndown
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to rachel.hunt@wardgoodman.co.uk
Entry Requirements and Essential Skills:
| KPI | Performance Level Required |
| Financial |
|
| Client Relationships |
|
| Team Development |
|
| Key Skills | |
|
|
| Main Tasks | |
|
|
| Level of qualifications | |
|
|
Extra Information:
Location: Ferndown
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to rachel.hunt@wardgoodman.co.uk
Overview:
Responsible for managing a portfolio of clients delivering Ward Goodman accounts, tax, payroll and business advisory services. In addition to client service delivery, the role will also involve being focused on income targets, recoverability and the planning and co-ordinating of the commitments to clients.
- Manage a client portfolio ensuring efficient and timely completion of all tasks required
- Be recognised as the relationship manager for your portfolio of clients and coordinate all services that are required
- Maintain regulatory and Company standards
- Carry out annual fee reviews for clients within the portfolio in line with department fees
- Control budgets, chargeable hours and recoverability for the client portfolio
- Act in a professional manner, upholding the ethics of the Company, professional regulatory bodies and the Company policies and procedures
- Use appropriate software in order to improve efficiencies
- Organise and monitor own workflow to ensure work optimisation, whilst providing excellent client service
- Support other Client Service Managers with work flow peaks
- Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
- Attend and contribute to weekly team meetings
- Act as an ambassador of Ward Goodman and actively promote services to existing and potential clients
- Implement initiatives and specific projects as instructed by the Directors/Senior Managers
Department:
Administration
Contact:
rachel.hunt@wardgoodman.co.uk
Entry Requirements and Essential Skills:
| KPI | Performance Level Required |
| Financial |
|
| Client Relationships |
|
| Team Development |
|
| Key Skills | |
|
|
| Main Tasks | |
|
|
| Level of qualifications | |
|
|
Extra Information:
Location: Ferndown
Working week: Monday - Friday 9am - 5:30pm
To Apply:
Please e-mail your CV and covering letter to rachel.hunt@wardgoodman.co.uk
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
