Senior Paraplanner

Skybound Wealth UK; Bournemouth; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary of £45,000 - £60,000

Full exam and study support to Chartered status

Access to office for collaboration and team events

Job summary

A leading financial advisory firm based in the UK is seeking a Senior Paraplanner to support Private Wealth Advisers in delivering high-quality financial advice. The role involves detailed product research, cashflow modelling, and preparing suitability letters. Ideal candidates will have at least 3 years of financial services experience, strong technical knowledge, and a desire to progress within a growing firm. This position offers a competitive salary and opportunities for professional development.

Qualifications

• Minimum of 3 years financial services experience in a similar role.
• Level 4 Diploma qualified or part qualified with progression intent.
• Strong technical knowledge in pensions, investments, and protection.

Responsibilities

• Conduct detailed product research on pensions, investments, and estate planning.
• Utilize proprietary technology for high-quality advice delivery.
• Prepare suitability letters and advice reports based on adviser input.

Skills

Financial services experience

Technical knowledge across pensions

Attention to detail

Written communication skills

Intermediate IT skills

Education

Level 4 Diploma qualified

Tools

Excel

Word

PowerPoint

FE Analytics

Cashflow modelling software

Job description

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.

Skybound Wealth UK is the FCA regulated arm of the business, operating since 2002 and advising clients UK-wide. We are headquartered in Ferndown (Greater Bournemouth), with advisers across the UK.

About the role

As a Senior Paraplanner you will work closely with our Private Wealth Advisers across the full advice process, covering pensions, investments, protection and estate planning.

Cashflow modelling sits at the centre of our advice approach, helping clients understand long-term financial outcomes and supporting advisers in delivering high quality recommendations.

We are looking for experienced candidates within the advice industry, who could be a career Paraplanner or interested in progressing as a UK Private Wealth Adviser in the future. The UK business is currently in a period of growth, with a focus on refining processes and scaling the delivery of high-quality financial advice.

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 recommendation
• Utilise Plume, our proprietary wealth technology platform, to support the efficient delivery of high-quality advice
• Use cashflow modelling 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
• Contribute to improving technical standards, processes and advice delivery as the UK business continues to grow

Desired Skills and Experience:

• 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:

• A basic salary of £45,000 - £60,000
• Full exam and study support through to Chartered status
• Access to our Bournemouth office in Ferndown for collaboration and team events
• Clear career pathways including Technical Specialist or Private Wealth Adviser
• Exposure to complex cross-border planning cases
• The opportunity to be part of a growing international firm recognised with multiple industry awards, including Company of the Year and Excellence in Client Service

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