At a Glance
- Tasks: Support Private Wealth Advisers in delivering tailored financial advice and conduct detailed product research.
- Company: Skybound Wealth Management, a global financial advisory firm with a collaborative culture.
- Benefits: Competitive salary, full exam support, clear career pathways, and access to a vibrant office environment.
- Other info: Be part of an award-winning team committed to diversity and inclusion.
- Why this job: Join a growing international firm and make a real impact in clients' financial futures.
- Qualifications: Minimum 3 years in financial services, Level 4 Diploma preferred, strong technical knowledge required.
The predicted salary is between 45000 - 60000 £ per year.
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. 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
As a Senior Paraplanner you will work closely with our Private Wealth Advisers across the full advice process, covering pensions, investments, protection and estate planning. Cashflow modelling sits at the centre of our advice approach, helping clients understand long-term financial outcomes and supporting advisers in delivering high quality recommendations. 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. The UK business is currently in a period of growth, with a focus on refining processes and scaling the delivery of high-quality financial advice.
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
- Contribute to improving technical standards, processes and advice delivery as the UK business continues to grow
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:
- A basic salary of £45,000 - £60,000
- Full exam and study support through to Chartered status
- Access to our Bournemouth office in Ferndown for collaboration and team events
- 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.
Senior 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 Senior 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.
✨Connect on Professional Platforms
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 Senior 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.
