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 salary with OTE of £150,000, remote work, and professional support.
- Other info: Opportunity to advise international clients and access innovative technology.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 qualification in financial advice and previous adviser experience required.
The predicted salary is between 105000 - 120000 £ 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 Wallisdown (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. Fantastic compensation package with an OTE of £150,000.
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
- 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 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
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
- Supportive Environment
- Benefit 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.
Contact Details:
Skybound Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Adviser - Employed in England
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We think you need these skills to ace Private Wealth Adviser - Employed in England
Some tips for your application 🫡
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How to prepare for a job interview at Skybound Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Skybound Wealth Management.
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