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For Companies At a Glance
- Tasks: Build and grow your own client base while providing tailored financial advice.
- Company: Skybound Wealth Management, a global financial advisory firm with a supportive culture.
- Benefits: Competitive pay, freedom to work remotely, and access to advanced technology.
- Why this job: Make a real impact by helping clients achieve their financial goals internationally.
- Qualifications: Level 4 qualification in financial advice and experience as a financial adviser.
- Other info: Join a diverse team with opportunities for professional growth and development.
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 self‐employed Private Wealth Adviser to join our UK team, with a clear focus on building and growing a client base across the UK. This role is suited to advisers who enjoy client acquisition and long‐term relationship management. 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, clients and growth. Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.
Key Responsibilities
- Building and Growing a Client Base
- Develop and grow your own client book through referrals, professional networks, events and proactive outreach
- Convert prospects into long‐term advisory relationships
- Retain and deepen client relationships over time through high‐quality advice and service
- Advisers are expected to generate their own opportunities, supported by the group's brand, network, marketing activity and professional introducer relationships
- Client Advice and Ongoing Planning
- 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 or equivalent
- Previous experience as a practising financial adviser
- Commercial mindset with a clear focus on growth and client acquisition
- Ability to work autonomously while leveraging central support teams
- High standards of professionalism, organisation and follow‐through
- Desirable
- 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.
- Freedom with Support
- Build your own book while benefiting from centralised compliance, operations and paraplanning.
- Performance‐Led Reward
- 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 - Self-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 - Self-Employed in Bournemouth
✨Tip Number 1
Network like a pro! Attend industry events, join local financial groups, and connect with other professionals. The more people you meet, the more potential clients you can tap into.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights, tips, and success stories on platforms like LinkedIn. This not only builds your brand but also attracts clients who resonate with your approach.
✨Tip Number 3
Follow up with prospects consistently. A simple check-in or sharing relevant articles can keep you top of mind. Remember, persistence pays off in building those long-term advisory relationships!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed by us at Skybound Wealth Management. We’re excited to see how you can contribute to our team!
We think you need these skills to ace Private Wealth Adviser - Self-Employed in Bournemouth
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Wealth Adviser role. Highlight your experience in client acquisition and relationship management, as these are key aspects of the job. We want to see how you can bring value to our team!
Showcase Your Qualifications: Don’t forget to mention your Level 4 qualification or equivalent in financial advice. This is essential for us, so make it prominent in your application. We’re looking for advisers who meet our standards right from the start!
Demonstrate Your Commercial Mindset: In your application, share examples of how you've successfully grown a client base or retained clients in the past. We love seeing a proactive approach, so let us know how you’ve made an impact in your previous roles!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Stuff
Make sure you’re well-versed in financial advice topics, especially those relevant to international clients. Brush up on your knowledge of investments, pensions, and tax planning, as these will likely come up during the interview.
✨Showcase Your Client Acquisition Skills
Prepare examples of how you've successfully built and grown a client base in the past. Be ready to discuss your strategies for client acquisition and retention, as this role heavily focuses on those aspects.
✨Demonstrate Your Autonomy
Since this position requires working autonomously, think of instances where you’ve taken initiative or led projects independently. Highlight your ability to leverage support teams while still driving your own success.
✨Align with Their Values
Research Skybound Wealth Management’s commitment to diversity and inclusion. Be prepared to discuss how your values align with theirs and how you can contribute to fostering an inclusive workplace.
