Elite Wealth Advisory Support Specialist

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

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.