Skybound Wealth Management UK is a key part of the overall wealth management group, handling all advice for UK-based clients and those repatriating back to the UK. We are on the look out for a Paraplanner to support the Financial Planners servicing clients across the UK.
This role will involve work across all areas of advice given at Skybound Wealth Management UK, including pension transfers, pension drawdowns, ISAs, GIAs, mortgages, VCT and EIS.
The Paraplanner role requires excellent attention to detail along with polished client service skills. For this role we are looking for experienced candidates within the advice industry, who may be interested in progressing as a UK Financial Planner in future.
Key Duties:
* Preparing detailed suitability letters and advice reports based on fact finds and information provided by Financial Planners.
* Processing new business applications and liaising with providers to ensure that new business is issued smoothly.
* Liaising with clients via email, letter or telephone.
* Preparing relevant literature and documentation for client meetings and annual reviews.
* Monitoring the provider matrix and model portfolios used for clients under Skybound Wealth Management UK.
* Completing compliance checks, in line with FCA guidelines and company policies.
* Holding responsibility for the pre and post-advice support administration for Financial Planners in line with FCA guidelines.
* Maintaining registers/reports for compliance audit purposes.
* Administrating policy amendments such as portfolio valuations, withdrawal requests, deed of assignments and general policy changes.
* Completing research and provide analysis of ceding scheme information
Desired Skills and Experience:
* Have a minimum of 4 years relevant financial services experience and have worked for a financial advisory business in a similar role.
* Level 4 qualified ideally, or part qualified as a minimum
* Good IT Skills - intermediate level in Excel, Word and PowerPoint.
* Experience with software packages such as FE Analytics is essential for this role.
* Competent user of cashflow modelling tools, I.e. Cashcalc
You Will Benefit From:
* A basic salary relevant to current.
* Full support through any further examinations, in order to progress as a Senior Paraplanner or Financial Planner.
* Ability to work remotely
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.