Senior Paraplanner - Private Wealth, Study Support & Growth

Skybound Wealth UK; Bournemouth; Vor Ort; GBP 45.000 - 60.000; Vollzeit

Benefits dieser Stelle

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

Full exam and study support to Chartered status

Access to office for collaboration and team events

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial services experience

Technical knowledge across pensions

Attention to detail

Written communication skills

Intermediate IT skills

Ausbildung

Level 4 Diploma qualified

Tools

Excel

Word

PowerPoint

FE Analytics

Cashflow modelling software

Jobbeschreibung

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.