Private Wealth Partner - Self-Employed

Skybound Wealth Management Ltd; Poole; Remote; GBP 60,000 - 120,000; Full time

Job summary

Skybound Wealth Management Ltd is seeking an experienced Private Wealth Partner to grow a UK client base. You will operate as a self-employed adviser, supported by a licensed, multi-jurisdictional platform, centralised compliance and Plume wealth technology.

The role focuses on building long-term client relationships, delivering holistic advice across investments, pensions, protection, tax and estate planning, and expanding the client book through referrals and professional networks.

Qualifications

• Essential: Level 4 qualification in financial advice or equivalent.
• Essential: Previous experience as a practising financial adviser.
• Essential: Commercial mindset with a focus on growth and client acquisition.
• Essential: Ability to work autonomously with central support.
• Essential: High standards of professionalism, organisation and follow-through.
• Desirable: Existing client base with transferable terms.
• Desirable: Additional licences or willingness to obtain regulatory permissions.
• Desirable: Experience advising expatriate or international clients.

Responsibilities

• 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 through high-quality advice and service.
• Advertisers are expected to generate their own opportunities, supported by the group’s brand and introducer relationships.
• Deliver holistic financial advice across investments, pensions, protection, tax and estate planning.
• Review and adapt client plans to changing goals and market conditions.
• Advise internationally mobile clients with assets, income or family across multiple jurisdictions.

Skills

Level 4 qualification in financial adv

Previous experience as practising FA

Commercial mindset

Autonomous working

Professionalism & organisation

Education

Level 4 qualification in financial advice or equivalent

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 Poole 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 Partner to join our UK team, with a clear focus on building and growing a client base across the UK. A Private Wealth Partner is an established financial adviser with significant industry experience, a proven track record of delivering high-quality financial advice, and the ability to independently develop and manage long-term client relationships.

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.