Paraplanner

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

Benefits offered by this job

Competitive basic salary

Exam and study sponsorship

Flexibility to work from home

Clear progression pathways

Job summary

A global financial advisory firm in Bournemouth is seeking an experienced Paraplanner to support private wealth advisers by conducting detailed product research and preparing suitability letters. The ideal candidate will have at least 3 years of experience in financial advisory, strong technical knowledge of pensions and investments, and excellent client service skills. This role offers a competitive salary, examination sponsorship, and clear career progression opportunities.

Qualifications

• Minimum of 3 years relevant financial services experience.
• Strong technical knowledge across pensions, investments, and protection.
• Intermediate level in Excel, Word, and PowerPoint.

Responsibilities

• Undertake detailed product and fund research across various sectors.
• Analyse client circumstances to inform recommendations.
• Prepare high-quality advice reports and letters.

Skills

Attention to detail

Client service skills

Technical knowledge

Good IT skills

Numeracy

Education

Level 4 Diploma

Tools

FE Analytics

Cashflow modelling software (e.g. Voyant, Truth, CashCalc)

Job description

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Overview

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Switzerland, UAE and Malaysia. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. 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 offers the opportunity to work 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 client service skills. We are seeking experienced candidates in the advice industry who could become a career Paraplanner or progress to a UK Private Wealth Adviser in the future.

Key Duties

• 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

Desired Skills and Experience

• Minimum of 3 years relevant financial services experience and experience in a financial advisory business in a similar role
• Level 4 Diploma 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
• Knowledge of cashflow modelling software (e.g. Voyant, Truth, CashCalc) advantageous

You Will Benefit From

• Competitive basic salary, reviewed annually
• Exam and study sponsorship through to Chartered
• Flexibility to work from home, with visits to our Bournemouth Office in Ferndown
• Clear progression pathways: Senior Paraplanner, Technical Specialist or Private Wealth Adviser
• Opportunity to work with a global client base and complex cross-border cases
• Be part of a global business with recognition and awards across regions

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

Job Details

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

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