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For Companies At a Glance
- Tasks: Build and manage client relationships while providing tailored financial advice.
- Company: Skybound Wealth Management, a global financial advisory firm with a supportive culture.
- Benefits: Competitive pay, remote work options, and a focus on professional growth.
- Why this job: Join a dynamic team and make a real impact in international financial advising.
- Qualifications: Level 4 financial advice qualification and experience as a financial adviser.
- Other info: Opportunity to work with international clients and access innovative technology.
The predicted salary is between 36000 - 60000 £ per year.
About Us
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 Bournemouth but open to advisers working with us anywhere in the country on a remote basis.
Job Overview
We are looking for an experienced employed Private Wealth Adviser to join our UK team in Ferndown (Greater Bournemouth area), with a clear focus on retaining, servicing and building a client base across the UK. This role is suited to advisers who enjoy long-term relationship management with scope to grow an existing client book. You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, client service and growth. Success in this role is measured through positive client outcomes, retention, new client acquisition and recurring revenue growth.
Key Responsibilities
- Servicing and Growing a Client Base
- Service an existing client base and look to grow this through referrals, professional networks and events
- Retain and deepen client relationships over time through high-quality advice and service
- Deliver holistic financial advice across investments, pensions, protection, tax and estate planning
- Review and adapt client plans in line with changing goals, circumstances and market conditions
- Unique to Skybound, have the ability to advise internationally mobile clients with assets, income or family across multiple jurisdictions
What We’re Looking For
Essential- Level 4 qualification in financial advice minimum
- Previous experience as a practising financial adviser
- Commercial mindset with a clear focus on retention, growth and client acquisition
- Ability to work autonomously while leveraging central support teams
- High standards of professionalism, organisation and follow-through
- An existing client base that can be transferred, with competitive terms offered
- Additional licences or willingness to obtain further regulatory permissions
- Experience advising expatriate or international clients
Why Skybound Wealth Management
Built for International Advice- We are licensed globally and support advisers with advising clients across multiple jurisdictions
- Plume Technology
- Plume technology designed to reduce administrative burden and maximise adviser time with clients
- Benefit from centralised compliance, operations and paraplanning
- Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Private Wealth Adviser - Employed in Bournemouth employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Adviser - Employed in Bournemouth
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join local finance groups, and don’t be shy about reaching out to your existing contacts. Building relationships is key in this game, and you never know who might lead you to your next client.
✨Show Off Your Expertise
Use social media to showcase your knowledge. Share insights on financial planning, market trends, or even success stories (keeping it anonymous, of course). This not only positions you as an expert but also attracts potential clients who are looking for someone like you.
✨Follow Up, Follow Up, Follow Up
After meeting someone or having a conversation, make sure to follow up! A quick email or message can keep you top of mind. It shows you care and are serious about building that relationship, which is crucial in retaining and growing your client base.
✨Apply Through Our Website
If you’re keen on joining us at Skybound Wealth Management, don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table.
We think you need these skills to ace Private Wealth Adviser - Employed in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Private Wealth Adviser role. Highlight your Level 4 qualification and any relevant experience in financial advice, especially if you have a client base to bring along.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your commercial mindset can contribute to client retention and growth at Skybound. Be genuine and let your personality come through.
Showcase Your Client Relationship Skills: Since this role focuses on long-term relationship management, make sure to provide examples of how you've successfully built and maintained client relationships in the past. This will show us that you understand the importance of client service.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and tax planning. Being able to discuss these topics confidently will show that you're the right fit for advising clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully retained and grown client relationships in the past. Highlighting your experience with long-term relationship management will resonate well with the interviewers.
✨Understand Their Unique Offering
Familiarise yourself with Skybound's Plume technology and how it supports advisers. Being able to discuss how this can enhance client service will demonstrate your genuine interest in the role and the company.
✨Ask Insightful Questions
Prepare thoughtful questions about their approach to international clients and how they support advisers. This shows that you're not just interested in the job, but also in how you can contribute to their success.