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 all areas of advice, including pensions and retirement, investments, protection and estate planning, with cashflow modelling being at the core of our proposition.

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 could be a career Paraplanner or interested in progressing as a UK Private Wealth Adviser in the future.

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 recommendations
• Use cashflow modelling tools 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

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:

• Competitive basic salary, which will be reviewed annually
• Exam and study sponsorship all the way to Chartered
• Flexibility to work from home, as well as visits to our Bournemouth Office based in Ferndown
• 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 UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.