Paraplanner

Skybound Wealth Management; Bournemouth; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A global financial advisory company based in the UK is seeking an experienced Paraplanner to assist Private Wealth Advisers in delivering high-value solutions. Responsibilities include preparing detailed client-ready reports, maintaining model portfolios, and liaising directly with clients. Candidates should have at least 4 years of experience in financial services and a Level 4 Diploma. This role offers a competitive salary and pathways for progression.

Benefits

Competitive salary £30,000–£40,000 with annual review

Exam and study sponsorship

Remote working options

Real progression pathways

Global client base

Qualifications

• At least 4 years’ experience in financial services, ideally within a financial planning or wealth management business.
• Level 4 Diploma qualified (or working towards it) with aspirations to go further.
• Strong research and analysis skills, FE Analytics experience is essential.
• Sharp written and verbal communication with a client-first mindset.
• Proficiency across MS Office; confident with data and detail.

Responsibilities

• Translate fact finds into detailed, compliant, client-ready reports and suitability letters.
• Prepare planners for client meetings and annual reviews with precision packs and research.
• Liaise directly with clients and providers to keep business moving and relationships strong.
• Maintain and monitor model portfolios and provider panels across the UK team.

Skills

Attention to detail

Client service skills

Research and analysis skills

Communication skills

Proficiency in MS Office

Education

Level 4 Diploma

Tools

FE Analytics

Job description

Paraplanner

About Us:

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 is a key part of the overall Skybound Wealth Management Group, handling all advice for UK-based clients and those repatriating back to the UK. At Skybound Wealth UK, paraplanners are not hidden behind the scenes. They are the engine room of our advice, helping us deliver complex, high-value solutions for clients who trust us with their future.

This is your chance to work alongside our Private Wealth Advisers on everything from pension switching and drawdowns to ISAs, GIAs, VCTs, EISs and mortgages, with the exposure and mentoring to progress into advice yourself.

The Paraplanner role requires excellent attention to detail along with polished client service skills. For this role we are looking for experienced candidates within the advice industry, who may be interested in progressing as a UK Private Wealth Adviser in future.

Key Duties:

• Translate fact finds into detailed, compliant, client-ready reports and suitability letters.
• Prepare planners for client meetings and annual reviews with precision packs and research.
• Liaise directly with clients and providers to keep business moving and relationships strong.
• Maintain and monitor model portfolios and provider panels across the UK team.

Desired Skills and Experience:

• At least 4 years’ experience in financial services, ideally within a financial planning or wealth management business.
• Level 4 Diploma qualified (or working towards it) with aspirations to go further.
• Strong research and analysis skills, FE Analytics experience is essential.
• Sharp written and verbal communication with a client-first mindset.
• Proficiency across MS Office; confident with data and detail.

You Will Benefit From:

• Competitive salary £30,000–£40,000 with annual review.
• Exam and study sponsorship all the way to Chartered or advice roles.
• Remote working options balanced with team collaboration.
• 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 Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.