Adviser Support Executive - Global Partners

About Skybound Wealth Management

The Opportunity

Role Features and Benefits

• The role provides exposure to international, high-value clients and a high-profile servicing advice team.
• The position uses Plume Advice Suite, Plume Hub, Client App, MoneyMap, and other AI-driven tools.
• The package includes a competitive salary and benefits, employment visa, and medical insurance.
• The role offers exposure to international clients and strategic partners and potential career progression.

Key Responsibilities

• Handle policy servicing, including valuations, withdrawals, top-ups, assignments, letters of authority, and transfers of agency.
• Process policy changes involving contributions, payment instructions, bank details, client information, beneficiaries, and other policy details.
• Support new business applications for pensions, savings, and insurance cases when required.
• Communicate with clients and advisers by email, phone, and written correspondence.
• Liaise with providers, trustees, and pension schemes.
• Update Plume and internal systems to maintain accurate and compliant records.
• Manage incoming provider correspondence and maintain an organised workflow.

What You Bring

• Previous experience in wealth management or financial advice administration is preferred, ideally including pensions and retirement planning.
• Strong organisation, attention to detail, and a proactive mindset.
• Clear and polished written and verbal communication.
• Professionalism when dealing with clients and senior stakeholders.
• Confidence using technology and willingness to learn new systems.

Company Culture