Senior Paraplanner: Remote, Exam Sponsorship, Career Path

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

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.