Paraplanner

Skybound Wealth Management Limited; Bournemouth; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A global financial advisory company in Bournemouth is looking for an experienced Paraplanner to support Private Wealth Advisers. This role involves detailed product research, client analysis, and preparing suitability letters. Ideal candidates have a minimum of 3 years' experience, a Level 4 Diploma, and strong technical knowledge in relevant financial products. Benefits include a competitive salary, exam sponsorship, and opportunities for career progression within a diverse workplace.

Benefits

Competitive salary

Exam and study sponsorship

Flexibility to work from home

Career progression pathways

Qualifications

• Minimum of 3 years relevant financial services experience.
• Strong technical knowledge across pensions, investments, and protection.
• Experience with cashflow modelling tools advantageous.

Responsibilities

• Undertake detailed product and fund research.
• Analyse client circumstances and objectives.
• Prepare high-quality, detailed suitability letters and advice reports.

Skills

Financial advisory experience

Attention to detail

Client service skills

Strong numeracy

Good IT Skills

Education

Level 4 Diploma

Tools

FE Analytics

Cashflow modelling software

Job description

Overview

Paraplanner – Skybound Wealth UK. Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Switzerland, UAE and Malaysia. Skybound Wealth UK handles all advice for UK-based clients and those repatriating back to the UK. Paraplanners are the engine room of our advice, helping deliver complex, high-value solutions for clients who trust us with their future. This role involves working alongside Private Wealth Advisers on pensions and retirement, investments, protection and estate planning, with cashflow modelling at the core of our proposition.

The Paraplanner role requires excellent attention to detail and polished client service skills. We are looking for experienced candidates within the advisory industry who could be a career Paraplanner or who are interested in progressing as a UK Private Wealth Adviser in the future.

Responsibilities

• Undertake detailed product and fund research across pensions, investments, protection, tax and estate planning
• Analyse client circumstances, objectives and existing arrangements to inform recommendations
• Use cashflow modelling tools to demonstrate outcomes and support adviser recommendations
• Prepare high-quality, detailed suitability letters and advice reports based on fact finds and information provided by Private Wealth Advisers
• Support Private Wealth Advisers through the end-to-end advice process, ensuring accurate and timely documentation
• Liaise with providers to obtain quotations, projections, policy information and technical details
• Ensure all work meets FCA standards, internal compliance requirements and company policies
• Keep up to date with regulatory, legislative and product changes
• Prepare meeting packs and relevant technical documents in advance
• Be a point of contact for technical queries from advisers and occasionally clients
• Monitor the provider matrix and model portfolios used for clients under Skybound Wealth UK

Qualifications and Skills

• The ideal candidate will have a minimum of 3 years relevant financial services experience and have worked for a financial advisory business in a similar role
• Level 4 Diploma qualified ideally, or part qualified with a commitment to progress
• Strong technical knowledge across pensions, investments and protection
• High attention to detail with strong numeracy and written communication skills
• Good IT Skills - intermediate level in Excel, Word and PowerPoint
• Experience with software packages such as FE Analytics is desirable for this role
• Knowledge of cashflow modelling software (e.g. Voyant, Truth, CashCalc) advantageous

You will benefit from

• Competitive basic salary, which will be reviewed annually
• Exam and study sponsorship all the way to Chartered
• Flexibility to work from home, as well as visits to our Bournemouth Office based in Ferndown
• Real progression pathways: Senior Paraplanner, Technical Specialist or Private Wealth Adviser
• Work with a global client base and complex cross-border cases most firms can’t touch
• Be part of a global business that has just won Company of the Year and Excellence in Client Service awards across multiple regions

Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

Details

• Seniority level
  • Associate
• Employment type
  • Full-time
• Job function
  • Customer Service and Administrative

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