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 Senior 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

• Contribute to improving technical standards, processes and advice delivery as the UK business continues to grow

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 £45,000 - £60,000

• 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.