At a Glance
- Tasks: Manage client queries and support advisers in a dynamic financial services environment.
- Company: Join Skybound Wealth Management, a global leader in financial advisory.
- Benefits: Competitive salary, career development, and a supportive team culture.
- Other info: Be part of a diverse and inclusive workplace with excellent growth opportunities.
- Why this job: Make a real impact in a growing business while developing your skills.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 € per year.
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
Skybound Wealth Management is an exceptional employer, offering a dynamic and supportive work environment in Wallisdown, Bournemouth. As a Senior Client Support Administrator, you will play a crucial role in a collaborative hub model, where your contributions directly impact client satisfaction and operational efficiency. With a commitment to employee growth and a culture that values diversity and professionalism, Skybound provides ample opportunities for career advancement within a rapidly expanding global financial advisory firm.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Support Administrator in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to current employees at Skybound Wealth Management on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Skybound's services and recent projects. This shows you're genuinely interested and ready to contribute to their mission.
✨Tip Number 3
Practice your communication skills. As a Senior Client Support Administrator, you'll need to handle queries professionally. Role-play with a friend to boost your confidence!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re keen on joining the Skybound team!
We think you need these skills to ace Senior Client Support Administrator in Bournemouth
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial services administration. We want to see how your skills align with the role of Senior Client Support Administrator, so don’t hold back on showcasing relevant achievements!
Show Off Your Organisational Skills:Since this role requires strong organisational skills, give us examples of how you've managed multiple cases or priorities in the past. We love seeing how you keep things running smoothly, so share those success stories!
Professional Communication is Key:As you'll be the first point of contact for clients and providers, demonstrate your professional communication skills in your application. Use clear and concise language, and maybe even include a brief example of how you've handled client queries effectively.
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’re considered for the role. Plus, it shows us you're keen to join our team at Skybound Wealth UK!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services administration, especially in the IFA and wealth management sectors. Familiarise yourself with common processes like new business applications and client agreements, as this will show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple cases or priorities. Be ready to discuss how you keep track of tasks and ensure nothing falls through the cracks.
✨Communicate Like a Pro
Professional communication is key in this role. Practice articulating your thoughts clearly and confidently. You might even want to role-play some common client or provider scenarios to demonstrate your ability to handle inquiries effectively during the interview.
✨Be Proactive and Solution-Oriented
The company values a proactive mindset, so come prepared with ideas on how you could improve existing processes or enhance team support. Think about challenges you've faced in previous roles and how you overcame them, as this will highlight your problem-solving skills.
