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, flexible working, and access to innovative technology.
- Other info: Join a diverse team with opportunities for personal and professional growth.
- 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.
The predicted salary is between 60000 - 80000 £ 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 Poole 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 Poole 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
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Adviser - Self-Employed in Poole
✨Show Off Your Expertise Online
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✨Join Freelance Platforms and Networking Events
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✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
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For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Skybound Wealth Management for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Private Wealth Adviser - Self-Employed in Poole
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Skybound Wealth Management. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Skybound Wealth Management. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Skybound Wealth Management
✨Show Off Your Financial Savvy
When you're talking with Skybound Wealth Management, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
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A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Skybound Wealth Management.
