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indeed

Adviser Support Executive

Skybound Wealth Management
Dubai, UAE
Entry
2 months ago
Excel
Free

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About Us

Skybound Wealth Management is a global advisory group with regulated operations across the UK, EU, USA, Switzerland, UAE and beyond.

We support international clients with personalised wealth planning powered by strong operations, compliance and technology.

Dubai is the heartbeat of our business, home to our fastest-growing teams and the centre of expat wealth in the region.

Skybound has recently been recognised with multiple awards including Company of the Year and Excellence in Client Service, reflecting our commitment to raising the standard of advice worldwide.**The Opportunity**

We are looking for an experienced Adviser Support Executive to join our UAE team.

This is a role for someone who understands the pace and precision required in a high-performing advisory environment.

You’ll work closely with advisers who focus on savings, investment planning, retirement, and insurance across a diverse international client base.

If you want to build a long-term career inside a global wealth management business, this role gives you the platform to do it properly — with structure, support, and progression.**What You’ll Be Doing**

Processing applications for pensions, regular and lump-sum savings, and insurance cases

Managing and actively chasing the new business pipeline to ensure efficient completion

Liaising with providers, trustees, and pension schemes

Handling policy servicing including valuations, withdrawals, assignments, letters of authority, and transfers of agency

Communicating with clients and advisers via email, phone, and written correspondence

Updating Plume, Salesforce, and other internal systems to maintain accurate and compliant records

Managing incoming provider correspondence and maintaining organised workflow

What You Bring

Minimum 2 years’ experience in financial services, ideally adviser support or in a financial planning environment

Strong organisation, attention to detail, and a proactive mindset

Clear and polished written and verbal communication

Professionalism when dealing with clients and senior stakeholders

Confident using technology and keen to learn new systems

What You’ll Receive

A competitive salary

Career progression opportunities within a global advisory group

Full employment visa and medical insurance

Sponsorship for qualifications (CII, CISI, LIBF)

Work at the centre of an award-winning Dubai team

Strong relationships with leading global providers and partners

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace.

We welcome applications from all qualified candidates regardless of background.

Dubai Office

Remote status

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