At a Glance
- Tasks: Support advisers and paraplanners by managing key operational processes and client queries.
- Company: Skybound Wealth Management, a global financial advisory firm with a collaborative culture.
- Benefits: Career development opportunities, supportive environment, and exposure to complex client work.
- Other info: Diverse and inclusive workplace welcoming all qualified candidates.
- Why this job: Join a growing team where your role truly matters and make a real impact.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai. 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 Wallisdown (Bournemouth), with advisers across the UK. As we continue to scale, we are expanding our UK aligned hub model, designed to ensure advisers, paraplanners, and administrators work seamlessly together to deliver high-quality, compliant advice to our clients.
Role Overview
This is a high-impact administrative role supporting advisers and paraplanners by owning key operational processes, managing workflow momentum, and acting as a central point of coordination across providers, clients, and internal teams. You will be trusted with responsibility, visibility, and influence, helping ensure cases progress efficiently, files remain complete and compliant, and advisers can focus on delivering advice.
Key Responsibilities
- Client & Provider Administration
- Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally
- Act as first point of contact for providers and admin-level client queries
- Prepare, issue, and track client agreements and related documentation
- Send Letters of Authority (LOAs) to providers and actively chase responses
- Obtain client valuations in advance of annual reviews
- New Business & Pipeline Management
- Process new business applications accurately and in line with internal procedures
- Log and manage all new business through internal registers and systems
- Maintain pipeline momentum, ensuring cases progress without unnecessary delay
- Provide regular updates to advisers on case status and next steps
- Operational Oversight & Quality Control
- Take ownership of file completeness and operational readiness prior to advice and reporting stages
- Support the preparation and issuance of suitability reports to clients
- Oversee agency transfers and liaise with providers where required
- Assist in drafting, maintaining, and improving operational processes and templates
- Projects & Team Support
- Support and help coordinate an ongoing UK re‑patriation project
- Assist with internal projects, including template upgrades and process improvements
- Support the onboarding of new team members
- Provide general adviser support and workflow coordination across the hub
Requirements
- Experience in a financial services administration role (IFA / Wealth Management)
- Strong organisational skills and attention to detail
- Confidence managing multiple cases and competing priorities
- Professional communication skills with clients, providers, and colleagues
- Comfortable working with systems, registers, and structured processes
- Experience supporting advisers and paraplanners in an advice‑led environment
- Exposure to transfers, new business processing, or re‑patriation cases
- A proactive mindset with a desire to improve how things are done
Why Join Skybound Wealth UK?
- Be part of a growing, ambitious UK business with a clear strategy
- Work in a modern hub model where your role genuinely matters
- Gain exposure to advisers, paraplanners, and complex client work
- Opportunity to develop your career as the UK team continues to expand
- Supportive, collaborative culture focused on quality and professionalism
Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Senior Client Support Administrator in Bournemouth employer: Skybound Wealth UK
Skybound Wealth Management is an exceptional employer, offering a dynamic and supportive work environment in Wallisdown, Bournemouth. As part of a growing global financial advisory firm, employees benefit from a collaborative culture that prioritises quality and professionalism, alongside ample opportunities for career development as the UK team expands. Join us to make a meaningful impact while working closely with advisers and paraplanners on complex client cases.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Support Administrator in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to current employees at Skybound Wealth UK on LinkedIn. A friendly chat can give you insider info and might just get your application noticed.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Skybound's services and recent projects. This shows you're genuinely interested and ready to contribute to their mission.
✨Tip Number 3
Showcase your organisational skills during the interview. Share examples of how you've managed multiple cases or improved processes in previous roles. They’ll love hearing about your proactive mindset!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets into the right hands. Plus, it shows you’re keen on joining the Skybound team!
We think you need these skills to ace Senior Client Support Administrator in Bournemouth
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial services administration. We want to see how your skills align with the role of Senior Client Support Administrator, so don’t hold back on showcasing relevant achievements!
Show Off Your Organisational Skills:This role is all about managing multiple cases and priorities, so give us examples of how you've successfully juggled tasks in the past. We love a good story about keeping things on track and ensuring nothing slips through the cracks!
Professional Communication is Key:Since you'll be the first point of contact for clients and providers, it’s crucial to demonstrate your communication skills. Use clear, professional language in your application to show us you can handle client queries like a pro!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at Skybound Wealth UK!
How to prepare for a job interview at Skybound Wealth UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Understand the key responsibilities of the Senior Client Support Administrator role and be ready to discuss how your experience aligns with them.
✨Showcase Your Organisational Skills
Prepare examples that demonstrate your strong organisational skills and attention to detail. Think about times when you managed multiple cases or competing priorities effectively, as this will resonate well with the interviewers.
✨Communicate Professionally
Practice your professional communication skills. You’ll need to convey information clearly and confidently, especially since you'll be the first point of contact for clients and providers. Role-play common scenarios to get comfortable.
✨Be Proactive and Solution-Oriented
Highlight your proactive mindset during the interview. Share instances where you improved processes or took initiative in previous roles. This will show that you’re not just a doer but also someone who thinks ahead and seeks improvements.
