About Skybound
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.
About Us
This is a high-impact administrative role supporting advisers and paraplanners by owning key operational processes, managing workflow momentum, and acting as a central point of coordination across providers, clients, and internal teams.
You will be trusted with responsibility, visibility, and influence, helping ensure cases progress efficiently, files remain complete and compliant, and advisers can focus on delivering advice.
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.
Client Support Administrator in Bournemouth employer: Skybound Wealth Management
Skybound Wealth Management is an exceptional employer, offering a dynamic work culture that prioritises employee growth and client success. With a focus on innovation and support through proprietary technology, our team members enjoy competitive compensation packages and the opportunity to make a meaningful impact in the financial lives of clients across the UK, all while working remotely from the beautiful Greater Bournemouth area.
Contact Details:
Skybound Wealth Management Recruitment Team
