Adviser Support Executive - Global Partners
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Key skills for this role
Role Overview
Join the Global Partners team as an Adviser Support Executive in the client-servicing division.
Support several thousand English-speaking expatriate clients and help the advice team operate effectively.
The role focuses on policy servicing work such as top-ups, withdrawals, and policy adjustments.
Key Skills for This Role
Full Job Posting
About Skybound Wealth Management
Skybound Wealth Management is a global advisory group with regulated entities across the UK, EU, USA, Switzerland, UAE, and other locations.
The company advises international professionals and families through operations, technology, and compliance capabilities.
The opportunity
Join the Global Partners team as an Adviser Support Executive in the client-servicing division.
Support several thousand English-speaking expatriate clients and help the advice team operate effectively.
The role focuses on policy servicing work such as top-ups, withdrawals, and policy adjustments.
Team and environment
- The role sits within a high-profile servicing advice team with exposure to international, high-value clients.
- The position uses Skybound technology, including Plume Advice Suite, Plume Hub, Client App, MoneyMap, and AI-driven tools.
Key responsibilities
- Handle valuations, withdrawals, top-ups, assignments, letters of authority, and transfers of agency.
- Process amendments to regular contributions, payment instructions, bank details, client information, and beneficiaries.
- Maintain other account and policy details while supporting client relationships.
Candidate profile
- The role seeks a polished and capable professional with high standards, pace, and precision.
- The source specifies a 2–5 year experience range for the role.
- The client base and team are described as English-speaking.
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