wealth management jobs

Client Support Administrator

Skybound Wealth UK

Bournemouth / Ferndown (Office-based / Hybrid considered)

Company Overview

Skybound Wealth Management is a global financial advisory firm with teams across the UK, USA, Cyprus, Switzerland, Spain and UAE. We specialise in providing tailored financial planning to international clients, supported by expert teams in wealth planning, compliance, operations, and tax.

As we continue to scale, we are expanding our UK aligned hub model, designed to ensure advisers, paraplanners, and administrators work seamlessly together to deliver high-quality, compliant advice to our clients.

We are now seeking a Client Support Administrator to play a pivotal role at the heart of this model.

Role Overview

This is a high-impact administrative role supporting advisers and paraplanners by owning key operational processes, managing workflow momentum, and acting as a central point of coordination across providers, clients, and internal teams.

You will be trusted with responsibility, visibility, and influence — helping ensure cases progress efficiently, files remain complete and compliant, and advisers can focus on delivering advice.

Key Responsibilities

Client & Provider Administration

• Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally

• Act as first point of contact for providers and admin-level client queries

• Prepare, issue, and track client agreements and related documentation

• Send Letters of Authority (LOAs) to providers and actively chase responses

• Obtain client valuations in advance of annual reviews

New Business & Pipeline Management

• Process new business applications accurately and in line with internal procedures

• Log and manage all new business through internal registers and systems

• Maintain pipeline momentum, ensuring cases progress without unnecessary delay

• Provide regular updates to advisers on case status and next steps

Operational Oversight & Quality Control

• Take ownership of file completeness and operational readiness prior to advice and reporting stages

• Support the preparation and issuance of suitability reports to clients

• Oversee agency transfers and liaise with providers where required

• Assist in drafting, maintaining, and improving operational processes and templates

Projects & Team Support

• Support and help coordinate the UK re-patriation project

• Assist with internal projects, including template upgrades and process improvements

• Support the onboarding of new team members

• Provide general adviser support and workflow coordination across the hub

Requirements

Essential

• Experience in a financial services administration role (IFA / Wealth Management preferred)

• Strong organisational skills and attention to detail

• Confidence managing multiple cases and competing priorities

• Professional communication skills with clients, providers, and colleagues

• Comfortable working with systems, registers, and structured processes

Desirable

• Experience supporting advisers and paraplanners in an advice-led environment

• Exposure to transfers, new business processing, or re-patriation cases

• A proactive mindset with a desire to improve how things are done

Why Join Skybound Wealth UK?

• Be part of a growing, ambitious UK business with a clear strategy

• Work in a modern hub model where your role genuinely matters

• Gain exposure to advisers, paraplanners, and complex client work

• Opportunity to develop your career as the UK team continues to expand

• Supportive, collaborative culture focused on quality and professionalism

Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.