Paraplanner, Financial Planning

Paraplanner, Financial Planning

The role

We’re looking for an experienced Paraplanner to join our busy Financial Planning department in our Taunton office.

You will be part of our paraplanning team, researching, preparing, and writing a wide range of reports within given timescales whilst helping train, coach, and support more junior paraplanners and report writers. You will deliver great service to our clients, and provide overall support for our consultants.

What we need from you

• For you to be service focused, offering great client care, especially over the phone
• Dip PFS or equivalent
• Ideally at least 2-3 years previous experience in a similar role
• Great communication skills, and the ability to work within a team
• A sound knowledge of investments, pensions, IHT planning and centralised investment propositions. An understanding or willingness to incorporate Long Term Care planning.
• Knowledge of trusts
• Confidence in using IT software. Experience of using Intelligent Office client database/back office system would be welcomed, as well as experience of using research tools such as FE Analytics and Selectapension, and cashflow modelling software such as Voyant and Cashcalc

We understand that not everyone will come with these exact requirements. If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

• A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
• An annual salary review
• Hybrid working
• Payment of any professional subscriptions relevant to your role
• Group pension scheme
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• Bupa health and cash plans available
• Electric car and cycle to work schemes

About AG

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.

Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.

Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, and offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We recognise that professional development goes beyond building specialist skills. Everyone is encouraged and supported to engage in wider training and networking to create a well-rounded experience.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment.

We are proud that we are the Best Companies 2022 and 2023 number one accountancy firm to work for in the UK, as well as an “Outstanding Place to Work” and a top 25 employer in the South West! We offer a fantastic place to work with a competitive and flexible benefits package.