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- Tasks: Build and service a diverse client base while delivering tailored financial advice.
- Company: Skybound Wealth Management, a global leader in financial advisory services.
- Benefits: Competitive salary with OTE of £150,000, remote work options, and strong support teams.
- Other info: Opportunity to work internationally and access innovative technology for efficiency.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience as a financial adviser with a focus on client retention and growth.
The predicted salary is between 43200 - 72000 £ per year.
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.
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. Fantastic compensation package with an OTE of £150,000.
Key Responsibilities- 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.
- 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.
- Advise internationally mobile clients with assets, income or family across multiple jurisdictions.
- 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.
- 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.
- Licensed globally and support advisers with advising clients across multiple jurisdictions.
- Plume technology designed to reduce administrative burden and maximise adviser time with clients.
- Benefit from centralised compliance, operations and paraplanning.
- 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 in Bournemouth employer: Skybound Wealth UK
Contact Detail:
Skybound Wealth UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Adviser - Employed in Bournemouth
✨Tip Number 1
Network like a pro! Attend industry events and connect with other professionals. Building relationships can lead to referrals and new clients, so don’t be shy about putting yourself out there.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on financial planning and engage with potential clients. This not only builds your brand but also helps you stay top of mind for those seeking advice.
✨Tip Number 3
Follow up with leads promptly. Whether it’s a coffee chat or a formal meeting, showing that you’re proactive can make all the difference in securing new clients. Remember, timing is everything!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed by our team. Plus, we love seeing candidates who are genuinely interested in joining Skybound Wealth Management.
We think you need these skills to ace Private Wealth Adviser - Employed in Bournemouth
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 previous experience in financial advising and any existing client relationships you can bring to the table.
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 commercial mindset will help grow our client base. Be genuine and let your personality come through.
Showcase Your Client Management 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 approach to building long-term relationships!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you started on your journey with Skybound Wealth Management!
How to prepare for a job interview at Skybound Wealth UK
✨Know Your Stuff
Make sure you brush up on your financial advisory knowledge, especially around investments, pensions, and tax planning. Familiarise yourself with Skybound's unique offerings, like their Plume technology, so you can speak confidently about how you can leverage these tools to benefit clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully retained and grown client relationships in the past. Be ready to discuss your approach to long-term relationship management and how you adapt to changing client needs, as this is crucial for the role.
✨Demonstrate Your Commercial Mindset
Think about how you can contribute to client acquisition and revenue growth. Bring ideas to the table on how you would expand your existing client base and tap into professional networks or events to generate referrals.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about the support systems in place for advisers, the culture at Skybound, and how success is measured within the team. This not only shows your enthusiasm but also helps you gauge if it's the right fit for you.