Private Wealth Adviser

Skybound Wealth Management Limited; Remote; GBP 60,000 - GBP 80,000; Full time

Job summary

A global financial advisory company is seeking a Private Wealth Adviser to build and grow a client base in the UK. The ideal candidate should have a Level 4 qualification in financial advice, prior experience as a financial adviser, and a strong focus on client acquisition and relationship management. This role allows for remote working and provides support through advanced technology and compliance teams, aiming for positive client outcomes and revenue growth. Competitive remuneration will reward successful client relationships.

Benefits

Centralised compliance and operations

Proprietary wealth technology

Competitive remuneration

Qualifications

• Experience as a practising financial adviser.
• Ability to work autonomously while leveraging central support teams.
• High standards of professionalism and follow-through.

Responsibilities

• Develop and grow your own client book through referrals and outreach.
• Convert prospects into long-term advisory relationships.
• Deliver holistic financial advice across various planning areas.

Skills

Client acquisition

Relationship management

Holistic financial advice

Professionalism

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 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.