Adviser Support Executive

Skybound Wealth Management; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A global advisory group in Dubai is seeking an experienced Adviser Support Executive to join their team. In this role, you will manage applications for pensions and insurance, liaising with providers and maintaining records using Salesforce and Plume. Ideal candidates will have at least 2 years in financial services, strong organisational skills, and effective communication abilities. The position offers a competitive salary, career progression, and full employment benefits.

Benefits

Competitive salary

Career progression opportunities

Full employment visa and medical insurance

Sponsorship for qualifications (CII, CISI, LIBF)

Work at an award-winning Dubai team

Qualifications

• Minimum 2 years’ experience in financial services, ideally in adviser support or financial planning.
• Strong organisation and attention to detail required.
• Clear and polished written and verbal communication skills necessary.

Responsibilities

• Process applications for pensions, savings, and insurance.
• Manage and chase new business pipeline for efficiency.
• Liaise with providers, trustees, and pension schemes.

Skills

Organisational skills

Attention to detail

Communication

Proactive mindset

Technological proficiency

Tools

Salesforce

Plume

Job description

About Us

Skybound Wealth Management is a global advisory group with regulated operations across the UK, EU, USA, Switzerland, UAE and beyond. We support international clients with personalised wealth planning powered by strong operations, compliance and technology.

Dubai is the heartbeat of our business, home to our fastest-growing teams and the centre of expat wealth in the region. Skybound has recently been recognised with multiple awards including Company of the Year and Excellence in Client Service, reflecting our commitment to raising the standard of advice worldwide.

The Opportunity

We are looking for an experienced Adviser Support Executive to join our UAE team. This is a role for someone who understands the pace and precision required in a high-performing advisory environment. You’ll work closely with advisers who focus on savings, investment planning, retirement, and insurance across a diverse international client base.

If you want to build a long-term career inside a global wealth management business, this role gives you the platform to do it properly — with structure, support, and progression.

What You’ll Be Doing

• Processing applications for pensions, regular and lump-sum savings, and insurance cases
• Managing and actively chasing the new business pipeline to ensure efficient completion
• Liaising with providers, trustees, and pension schemes
• Handling policy servicing including valuations, withdrawals, assignments, letters of authority, and transfers of agency
• Communicating with clients and advisers via email, phone, and written correspondence
• Updating Plume, Salesforce, and other internal systems to maintain accurate and compliant records
• Managing incoming provider correspondence and maintaining organised workflow

What You Bring

• Minimum 2 years’ experience in financial services, ideally adviser support or in a financial planning environment
• Strong organisation, attention to detail, and a proactive mindset
• Clear and polished written and verbal communication
• Professionalism when dealing with clients and senior stakeholders
• Confident using technology and keen to learn new systems

What You’ll Receive

• A competitive salary
• Career progression opportunities within a global advisory group
• Full employment visa and medical insurance
• Sponsorship for qualifications (CII, CISI, LIBF)
• Work at the centre of an award-winning Dubai team
• Strong relationships with leading global providers and partners

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.