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- Tasks: Support Private Wealth Advisers with detailed financial advice and cashflow modelling.
- Company: Skybound Wealth Management, a global financial advisory firm with a collaborative culture.
- Benefits: Competitive salary, flexible working, full exam support, and clear career pathways.
- Other info: Diverse and inclusive workplace with opportunities for professional growth.
- Why this job: Join a growing international firm and make a real impact in financial planning.
- Qualifications: Experience in paraplanning, Level 4 Diploma qualified or part qualified.
The predicted salary is between 35000 - 45000 £ per year.
About Us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai. 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
We are seeking an experienced Paraplanner to support our Private Wealth Advisers across the full advice process, including pensions, investments, protection and estate planning. Cashflow modelling is central to our advice approach, enabling clients to understand long‑term financial outcomes and supporting advisers in delivering clear, robust recommendations. This role is suited to an experienced paraplanner within a UK financial advice firm, either as a long‑term technical specialist or someone interested in progressing toward a Private Wealth Adviser role.
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
Desired Skills and Experience
- Strong experience in a paraplanning or similar role within a UK financial advisory firm
- Level 4 Diploma qualified (or part qualified with a commitment to progress)
- Strong technical knowledge across pensions, investments and protection
- Experience with software packages such as FE Analytics is desirable for this role
- Knowledge of cashflow modelling software (e.g. Voyant, Truth, CashCalc)
You Will Benefit From
- A basic salary of £35,000‑45,000
- Full exam and study support through to Chartered status
- Flexible working policy
- 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.
Paraplanner in Bournemouth employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who work at Skybound Wealth Management. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and cashflow modelling. We want to see your expertise shine through!
✨Tip Number 3
Showcase your skills with a portfolio! If you've worked on detailed suitability letters or advice reports, bring them along to your interview. It’s a great way to demonstrate your experience and attention to detail.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Skybound Wealth Management.
We think you need these skills to ace Paraplanner in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in pensions, investments, and protection, and don’t forget to mention any relevant qualifications like your Level 4 Diploma.
Showcase Your Skills: In your cover letter, showcase your technical knowledge and experience with cashflow modelling software. We want to see how you can support our Private Wealth Advisers effectively!
Be Clear and Concise: When preparing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read through your qualifications and experiences.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Skybound Wealth UK.
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Familiarise yourself with cashflow modelling software like Voyant or CashCalc, as you'll likely be asked about your experience with these tools.
✨Research Skybound Wealth Management
Dive into the company's background, values, and recent achievements. Understanding their approach to financial advice and their international presence will help you tailor your responses and show genuine interest in the role.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific client situations or challenges. Think of examples from your past experience where you've successfully supported advisers or navigated complex financial scenarios.
✨Showcase Your Communication Skills
As a paraplanner, you'll need to communicate effectively with both advisers and clients. Be ready to demonstrate how you can prepare clear, detailed suitability letters and reports, and how you handle technical queries.