Senior Paraplanner - Private Wealth, Study Support & Growth
Skybound Wealth UK
14 days+
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Benefits offered by this job
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
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.
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