Company Description
Ward Goodman is a leading firm of Financial Planners, Wealth Managers, Accountants, and Tax Advisers in the South of England, offering integrated and holistic services to help clients achieve their financial goals. The company has offices in Ferndown and Shaftesbury and supports businesses and individuals across Dorset with expert financial and accountancy solutions. Our principal services include tax planning, tax compliancy, accountancy, audits, retirement planning, wealth management, and more.
We welcome applications from all qualified IFAs and particularly encourage applications from women, who are currently underrepresented in our team."
Role Description
This is a full-time hybrid role for an Independent Financial Adviser. Located in the Greater Bournemouth Area, the role involves both in-office and work-from-home responsibilities. The Independent Financial Adviser will provide expert financial planning, retirement planning, and investment advice to clients. The adviser will develop personalised financial strategies, perform financial analyses, and conduct regular reviews with clients to meet their financial objectives.
Qualifications
* Skills in Financial Planning and Financial Advisory
* Experience in Finance and Investments
* Expertise in Retirement Planning
* Strong communication and interpersonal skills
* Ability to work independently and in a hybrid work environment
* Relevant certifications such as CFP or equivalent are beneficial
* Bachelor's degree in Finance, Economics, or related field