About Us
Skybound Wealth Management is a global advisory group with regulated entities across the UK, EU, USA, Switzerland, UAE and beyond. We advise international professionals and families, backed by a world-class operations, tech, and compliance framework.
Dubai is the heartbeat of our business. It’s where expat wealth meets global ambition, and where Skybound has just been recognised with multiple awards including Company of the Year and Excellence in Client Service.
The Opportunity
We’re looking for a polished, capable professional to join our Global Partners team as an Adviser Support Executive at Skybound.
The Global Partners team is a unique, award-winning proposition within international financial planning. This is our client servicing division with several thousand English-speaking expat clients and a client relationship culture designed to maximise the effectiveness of ongoing advice.
You will be the person who keeps this advice team operating at the highest level, supporting client relationships, with a focus on tasks like top-ups, withdrawals and policy adjustments.
Why This Role Stands Out
You’ll sit inside a high-profile servicing advice team
Direct exposure to international, high-value clients
Use of Skybound’s tech: Plume Advice Suite, Plume Hub, Client App, MoneyMap and other AI-driven tools
A role where your standards, pace, and precision genuinely matter
Key Responsibilities
Handling policy servicing including valuations, withdrawals, top-ups, assignments, letters of authority, and transfers of agency
Processing policy changes, including amendments to regular contributions, payment instructions, bank details, client information, beneficiaries and other account or policy details
Supporting new business applications where required for pensions, regular and lump-sum savings and insurance cases
Communicating with clients and advisers via email, phone, and written correspondence
Liaising with providers, trustees, and pension schemes
Updating Plume and other internal systems to maintain accurate and compliant records
Managing incoming provider correspondence and maintaining organised workflow
What You Bring
Previous experience in wealth management or financial advice administration, 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
Confident using technology and keen to learn new systems
What You Will Benefit From
Competitive salary and benefits package
Employment visa and medical insurance
A front-row seat inside one of Skybound’s most dynamic advice teams
Daily exposure to international clients and strategic partners
Career progression in a growing, award-winning Dubai business
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Skills Required
- Previous experience in wealth management or financial advice administration
- Experience involving pensions and retirement planning
- Strong organisation and attention to detail
- 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
What We Do
Skybound Wealth Management is an international independent financial advisory and wealth management group serving internationally connected individuals and families. It provides tailored financial advice and bespoke plans covering investments, pensions, property, inheritance planning, international moves, and long-term financial security. The company combines global reach, local insight, and specialist teams in wealth planning, compliance, and operations across the UK, USA, Switzerland, Europe, and Middle East.
