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Private Wealth Adviser

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Skybound Wealth Management

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Location:
United Kingdom , Bournemouth

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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

Nice to have:

  • 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
What we offer:
  • Built for International Advice
  • Plume Technology
  • Freedom with Support
  • Performance-Led Reward

Additional Information:

Job Posted:
January 26, 2026

Work Type:
Hybrid work
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