Private Wealth Adviser — Remote International Client Growth in Bournemouth
Private Wealth Adviser — Remote International Client Growth

Private Wealth Adviser — Remote International Client Growth in Bournemouth

Bournemouth Full-Time 105000 - 120000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build and manage client relationships while providing tailored financial advice.
  • Company: Global financial advisory firm with a focus on international clients.
  • Benefits: Competitive salary with OTE of £150,000, remote work, and centralised support.
  • Other info: Diverse and inclusive workplace with opportunities for professional development.
  • Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
  • Qualifications: Experience as a financial adviser with a focus on client retention and growth.

The predicted salary is between 105000 - 120000 £ 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
  • 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
  • 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.
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. 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 — Remote International Client Growth in Bournemouth employer: Skybound Wealth UK

Skybound Wealth Management is an exceptional employer, offering a dynamic and supportive work environment for Private Wealth Advisers. With a focus on international client growth, employees benefit from advanced technology, centralised compliance support, and a competitive remuneration package that rewards performance. The company's commitment to diversity and inclusion, along with opportunities for professional development, makes it an attractive place for advisers looking to build meaningful client relationships while working remotely across the UK.
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Contact Detail:

Skybound Wealth UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Wealth Adviser — Remote International Client Growth 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 attracts those looking for 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.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to get noticed by us at Skybound Wealth Management. We’re excited to see how you can contribute to our team!

We think you need these skills to ace Private Wealth Adviser — Remote International Client Growth in Bournemouth

Financial Advisory
Client Relationship Management
Holistic Financial Planning
Investment Knowledge
Pension Planning
Tax Planning
Estate Planning
Commercial Mindset
Client Acquisition
Autonomous Working
Professionalism
Organisational Skills
Regulatory Compliance
Experience with International Clients

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 relevant client management successes to catch our eye!

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 you can contribute to our team. Be sure to mention your experience with international clients, as that's a big plus for us.

Showcase Your Client Relationships: Since this role focuses on retaining and growing a client base, share examples of how you've successfully built long-term relationships in the past. We love hearing about your strategies for client retention and growth!

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 UK

Know Your Stuff

Make sure you brush up on your financial advisory knowledge, especially around wealth planning, compliance, and international client needs. Familiarise yourself with Skybound's services and how they stand out in the market.

Showcase Your Client Management Skills

Prepare to discuss your experience in retaining and growing a client base. Have specific examples ready that highlight your relationship management skills and how you've successfully navigated client challenges in the past.

Demonstrate Your Commercial Mindset

Be ready to talk about your approach to client acquisition and retention. Think of strategies you've used before and how you can apply them at Skybound to drive growth and positive client outcomes.

Ask Insightful Questions

Prepare thoughtful questions about the role and the company. This shows your genuine interest and helps you understand how you can contribute to Skybound’s mission of providing tailored financial advice to international clients.

Private Wealth Adviser — Remote International Client Growth in Bournemouth
Skybound Wealth UK
Location: Bournemouth

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