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 remote-first culture.
- Benefits: Competitive salary with OTE of £150,000, plus support from expert teams and technology.
- Other info: Opportunity to work remotely and advise international clients across multiple jurisdictions.
- 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 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.
- 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.
- 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 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 compensation package, all while enjoying the flexibility of remote work. The company fosters a culture of professional development and inclusivity, making it an ideal place for advisers looking to build meaningful client relationships and advance their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Adviser — Remote International Client Growth
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join online forums, and engage on social media. Building relationships can lead to referrals and new clients, which is key for your success as a Private Wealth Adviser.
✨Showcase Your Expertise
Don’t be shy about sharing your knowledge! Write articles, host webinars, or create videos that highlight your skills in financial advice. This not only builds your credibility but also attracts potential clients who are looking for someone like you.
✨Leverage Our Resources
Take full advantage of the support we offer at Skybound. Use our technology and compliance teams to streamline your processes, so you can focus on what you do best: advising clients and growing your book!
✨Follow Up Like a Champ
After meeting potential clients or contacts, make sure to follow up! A simple email or call can keep you top of mind and show that you’re genuinely interested in helping them. It’s all about building those long-term relationships!
We think you need these skills to ace Private Wealth Adviser — Remote International Client Growth
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 qualifications that show you can handle international clients.
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 approach to client relationships aligns with our values at Skybound. Be genuine and let your personality come through.
Showcase Your Client Success Stories:We love hearing about your achievements! Include specific examples of how you've retained and grown client relationships in the past. This will help us see how you can contribute to our team and support our clients effectively.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application. Plus, we can’t wait to hear from you!
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 Skybound's operations, technology, and support systems. This shows your genuine interest in the role and helps you understand how you can thrive within their framework.
