At a Glance
- Tasks: Support Private Wealth Advisers in delivering tailored financial advice and solutions.
- Company: Join Skybound Wealth UK, a global leader in financial advisory services.
- Benefits: Competitive salary, study sponsorship, and flexible working options.
- Other info: Opportunities for progression to Senior Paraplanner or Private Wealth Adviser.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: 3+ years in financial services with strong technical knowledge and attention to detail.
The predicted salary is between 41850 - 51150 £ per year.
- Join to apply for the
- Paraplanner role at
- Skybound Wealth UK
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Overview
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 handles all advice for UK-based clients and those repatriating back to the UK.
Paraplanners are the engine room of our advice, helping deliver complex, high-value solutions for clients who trust us with their future.
This role offers the opportunity to work alongside Private Wealth Advisers on pensions and retirement, investments, protection and estate planning, with cashflow modelling at the core of our proposition.
The Paraplanner role requires excellent attention to detail and client service skills.
We are seeking experienced candidates in the advice industry who could become a career Paraplanner or progress to 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
- Minimum of 3 years relevant financial services experience and experience in a financial advisory business in a similar role
- Level 4 Diploma 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 Power Point
- Experience with software packages such as FE Analytics is desirable
- Knowledge of cashflow modelling software (e. g. Voyant, Truth, Cash Calc) advantageous
- You Will Benefit From
- Competitive basic salary, reviewed annually
- Exam and study sponsorship through to Chartered
- Flexibility to work from home, with visits to our Bournemouth Office in Ferndown
- Clear progression pathways: Senior Paraplanner, Technical Specialist or Private Wealth Adviser
- Opportunity to work with a global client base and complex cross-border cases
- Be part of a global business with recognition and awards across regions
Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
- Job Details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Customer Service and Administrative
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Paraplanner in Bournemouth employer: Skybound Wealth UK
Join a leading global financial advisory firm in Bournemouth, where we prioritise employee development and offer a supportive work culture. As a Senior Paraplanner, you'll benefit from competitive salaries, exam sponsorship, and clear pathways for career advancement, all while working remotely in a dynamic environment that values your expertise and contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bournemouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Skybound Wealth UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Bournemouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Skybound Wealth UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Skybound Wealth UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Skybound Wealth UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Skybound Wealth UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Skybound Wealth UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Skybound Wealth UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
