At a Glance
- Tasks: Manage client queries, process applications, and support team projects in a dynamic financial environment.
- Company: Skybound Wealth Management, a global financial advisory firm with a collaborative culture.
- Benefits: Flexible full-time or part-time options, career development, and a supportive work environment.
- Other info: Diverse and inclusive workplace welcoming all qualified candidates.
- Why this job: Join a growing team and make a real impact in the financial services sector.
- Qualifications: Experience in financial services administration and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
About 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 (Bournemouth), with advisers across the UK.
As we continue to scale, we are expanding our UK aligned hub model, designed to ensure advisers, paraplanners, and administrators work seamlessly together to deliver high-quality, compliant advice to our clients.
Key Responsibilities
- Client & Provider Administration
- Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally.
- Act as first point of contact for providers and admin-level client queries.
- Prepare, issue, and track client agreements and related documentation.
- Send Letters of Authority (LOAs) to providers and actively chase responses.
- Obtain client valuations in advance of annual reviews.
- New Business & Pipeline Management
- Process new business applications accurately and in line with internal procedures.
- Log and manage all new business through internal registers and systems.
- Maintain pipeline momentum, ensuring cases progress without unnecessary delay.
- Provide regular updates to advisers on case status and next steps.
- Operational Oversight & Quality Control
- Take ownership of file completeness and operational readiness prior to advice and reporting stages.
- Support the preparation and issuance of suitability reports to clients.
- Oversee agency transfers and liaise with providers where required.
- Assist in drafting, maintaining, and improving operational processes and templates.
- Projects & Team Support
- Support and help coordinate an ongoing UK re-patriation project.
- Assist with internal projects, including template upgrades and process improvements.
- Support the onboarding of new team members.
- Provide general adviser support and workflow coordination across the hub.
Requirements
Essential
- Experience in a financial services administration role (IFA / Wealth Management).
- Strong organisational skills and attention to detail.
- Confidence managing multiple cases and competing priorities.
- Professional communication skills with clients, providers, and colleagues.
- Comfortable working with systems, registers, and structured processes.
Desirable
- Experience supporting advisers and paraplanners in an advice-led environment.
- Exposure to transfers, new business processing, or re-patriation cases.
- A proactive mindset with a desire to improve how things are done.
We are open to full-time or part-time options for this role.
Why Join Skybound Wealth UK?
- Be part of a growing, ambitious UK business with a clear strategy.
- Work in a modern hub model where your role genuinely matters.
- Gain exposure to advisers, paraplanners, and complex client work.
- Opportunity to develop your career as the UK team continues to expand.
- Supportive, collaborative culture focused on quality and professionalism.
Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Senior Client Support Administrator in Bournemouth employer: Skybound Wealth Management Limited
Skybound Wealth Management is an exceptional employer, offering a dynamic and supportive work environment in Wallisdown, Bournemouth. With a focus on professional growth, employees benefit from exposure to complex client work and the opportunity to collaborate closely with advisers and paraplanners. The company's commitment to quality and inclusivity ensures that every team member's contributions are valued, making it an ideal place for those seeking meaningful and rewarding careers in financial services.
Contact Details:
Skybound Wealth Management Limited Recruitment Team
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We think this is how you could land Senior Client Support Administrator in Bournemouth
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