Paraplanner

About UsSkybound 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 Wallisdown (Greater Bournemouth), with advisers across the UK.About the roleWe 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 DutiesUndertake detailed product and fund research across pensions, investments, protection, tax and estate planningAnalyse client circumstances, objectives and existing arrangements to inform recommendationUtilise Plume, our proprietary wealth technology platform, to support the efficient delivery of high-quality adviceUse cashflow modelling to demonstrate outcomes and support adviser recommendationsPrepare high-quality, detailed suitability letters and advice reports based on fact finds and information provided by Private Wealth AdvisersSupport Private Wealth Advisers through the end-to-end advice process, ensuring accurate and timely documentationLiaise with providers to obtain quotations, projections, policy information and technical detailsEnsure all work meets FCA standards, internal compliance requirements and company policiesKeep up to date with regulatory, legislative and product changesPrepare meeting packs and relevant technical documents in advanceBe a point of contact for technical queries from advisers and occasionally clientsMonitor the provider matrix and model portfolios used for clients under Skybound Wealth UKDesired Skills and Experience:Strong experience in a paraplanning or similar role within a UK financial advisory firmLevel 4 Diploma qualified (or part qualified with a commitment to progress)Strong technical knowledge across pensions, investments and protectionExperience with software packages such as FE Analytics is desirable for this roleKnowledge of cashflow modelling software (e.g. Voyant, Truth, CashCalc)You Will Benefit From:A basic salary relevant to currentFull exam and study support through to Chartered statusFlexible working policyClear career pathways including Technical Specialist or Private Wealth AdviserExposure to complex cross-border planning casesThe opportunity to be part of a growing international firm recognised with multiple industry awards, including Company of the Year and Excellence in Client ServiceSkybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.