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.
- Other info: Opportunity to advise international clients and access innovative technology.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 financial advice qualification and experience as a financial adviser.
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
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.
Private Wealth Adviser - Employed 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 - Employed
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the financial advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in wealth management. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let people see you as the go-to adviser they need.
✨Tip Number 3
Follow up, follow up, follow up! After meeting someone or having a conversation, drop them a quick email or message to keep the connection alive. It shows you care and keeps you top of mind when they need financial advice.
✨Tip Number 4
Apply through our website! We’re all about making the application process smooth for you. Plus, it gives us a chance to see your enthusiasm for joining Skybound Wealth Management right from the start.
We think you need these skills to ace Private Wealth Adviser - Employed
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 qualifications, especially your Level 4 certification, and any relevant experience in financial advising.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your experience can help us grow our client base. Be genuine and let your personality come through.
Showcase Your Client Relationship Skills:Since this role focuses on retaining and growing client relationships, make sure to provide examples of how you've successfully managed client portfolios in the past. We want to see your ability to build trust and deliver high-quality advice.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 their approach to international advice. Showing that you understand their unique selling points will demonstrate your genuine interest in the role.
✨Ask Insightful Questions
Prepare thoughtful questions about their client base and growth strategies. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.
