Paraplanner
Confirmed on the employer's own hiring board on Nov 7, 2026. First seen by Alion on Nov 6, 2026. Skybound Wealth scores C on the Alion truth index.
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 Wallisdown (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 relevant to current
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.