Private Wealth Adviser - Employed

Skybound Wealth UK; Bournemouth; Hybrid; GBP 130.000 - 170.000; Vollzeit

Benefits dieser Stelle

Competitive remuneration

Centralised compliance and operations

Zusammenfassung

Skybound Wealth UK is seeking an experienced Private Wealth Adviser based in Bournemouth. The position offers the opportunity to build and service a client base across the UK, supported by comprehensive compliance and operational teams.

The ideal candidate will have a commercial mindset and experience advising international clients. The role includes delivering holistic financial advice and adapting client plans based on evolving market conditions. A generous OTE of £150,000 is offered for successful advisers.

Qualifikationen

• Previous experience as a practising financial adviser.
• Ability to work autonomously while leveraging central support teams.
• Experience advising expatriate or international clients.

Aufgaben

• Service an existing client base and look to grow this through referrals.
• Deliver holistic financial advice across investments, pensions, and estate planning.
• Review and adapt client plans in line with changing goals.

Kenntnisse

Client relationship management

Commercial mindset

Professionalism

Organizational skills

Jobbeschreibung

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.

Job Overview

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.