Private Wealth Adviser - Self-Employed

Skybound Wealth Management; Bournemouth; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Centralised compliance and operations

Flexible working environment

Job summary

A global financial advisory company is seeking an experienced Private Wealth Adviser to join its UK team in Bournemouth. This role focuses on building and growing a client base through referrals and proactive outreach, while delivering comprehensive financial advice in investments, tax, and estate planning. Success is measured by client outcomes and retention. Ideal candidates should possess a Level 4 qualification in financial advice and have a commercial mindset. The company offers competitive remuneration and central support in a diverse, inclusive environment.

Qualifications

• Previous experience as a practising financial adviser.
• Commercial mindset with a focus on growth.
• Ability to work autonomously with central support.
• Ability to work autonomously while leveraging central support teams.
• High standards of professionalism, organisation and follow‑through.

Responsibilities

• Develop and grow your own client book.
• Deliver comprehensive financial advice.
• Retain and deepen client relationships.
• Review and adapt client plans as goals and markets change; support international clients across jurisdictions.

Skills

Client acquisition

Relationship management

Holistic financial advice

Professionalism

Central support leverage

Education

Level 4 qualification in financial advice or equivalent

Tools

Plume technology

Job description

About Us

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 self‑employed Private Wealth Adviser to join our UK team, with a clear focus on building and growing a client base across the UK.

This role is suited to advisers who enjoy client acquisition and long‑term relationship management. 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, clients and growth.

Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.

Key Responsibilities

Building and Growing a Client Base

• Develop and grow your own client book through referrals, professional networks, events and proactive outreach
• Convert prospects into long‑term advisory relationships
• Retain and deepen client relationships over time through high‑quality advice and service
• Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships

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

Essential

• Level 4 qualification in financial advice or equivalent
• Previous experience as a practising financial adviser
• Commercial mindset with a clear focus on growth and client acquisition
• Ability to work autonomously while leveraging central support teams
• High standards of professionalism, organisation and follow‑through

Desirable

• 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.

Freedom with Support

Build your own book while benefiting 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.