Junior Paraplanner or Paraplanner - Taunton, Somerset, United Kingdom - Albert Goodman LLP

Description

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.

For you to be service focused, offering great client care, especially over the phone
A sound knowledge of investments, pensions, IHT planning and centralised investment propositions. An understanding or willingness to incorporate Long Term Care planning.
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 offer a fantastic place to work with a competitive and flexible benefits package. A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
An annual salary review
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

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.

Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people.

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.

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

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