Senior Paraplanner

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 Pa...