Paraplanner - Europe

Skybound Wealth Management; Greater London; On-site; GBP 26,000; Full time

Job description

Skybound Wealth Management is looking for a proactive, detail-oriented Paraplanner to join our London office and support our team of financial advisors who serve clients across the UK, USA, Europe, and the Middle East. This role offers an exciting opportunity to develop your paraplanning skills while supporting a high-performing team in providing top-tier financial advice.

Skybound is dedicated to fostering professional growth within the business, with opportunities for further career advancement and sponsorship through relevant qualifications. This is your chance to grow within a leading Global IFA and become part of a team that values internal development and progress.

Key Responsibilities:

• Financial Planning Support: Assist in preparing comprehensive financial plans by gathering client data, analysing financial situations, and drafting detailed reports, including investment strategies, pensions, tax planning, and retirement strategies.
• Suitability Reports: Write clear and concise suitability reports, ensuring recommendations meet the needs and objectives of clients. This includes drafting reports on pensions, investments, and other financial products based on in-depth research and analysis.
• Research and Analysis: Conduct in-depth research on financial products, investment options, pensions, and insurance products. Provide analysis of various options to ensure that the advice given is in the best interest of the client.
• Client Liaison: Work closely with financial advisors to ensure that client files are up-to-date and all documentation is compliant with regulations. Communicate with clients directly when needed, answering queries and gathering necessary information for financial plans.
• Compliance & Documentation: Ensure that all work meets compliance and regulatory standards. Manage client documentation and records in line with company and industry requirements, including the preparation of client meeting packs.
• Provider Liaison: Liaise with product providers, pension schemes, and trustees to ensure timely processing of applications and policy amendments. This includes managing the New Business Pipeline, following up on outstanding information, and ensuring smooth policy activation.

Desired Skills and Experience:

• Previous experience as a Paraplanner or in a similar role within the financial services sector (desired but not mandatory)
• Strong understanding of financial products and services, including pensions, investments, and tax planning.
• Ability to write clear and detailed financial reports and suitability letters.
• Excellent research skills and a keen eye for detail.
• Strong communication skills – confident in dealing with clients and colleagues alike, both verbally and in writing.
• Good IT skills, particularly with Microsoft Office (Word, Excel, PowerPoint).
• Ability to work independently and manage a varied workload effectively.
• A desire to pursue further professional qualifications, such as CII or CISI Level 4.

What You Will Receive:

• A salary of £26,000 per annum, increasing upon successful completion of your probationary period.
• A performance-based bonus
• Full sponsorship for industry qualifications, such as the CII or CISI Level 4 Diploma

Skybound Wealth Management provides a supportive environment where professional growth is encouraged. If you're looking to build a career as a Paraplanner and gain experience in a fast-paced, rewarding environment, we would love to hear from you.