Private Wealth Partner (Self-Employed)

About the role

Skybound Wealth Management, a global financial advisory firm with its UK arm (Skybound Wealth UK) based in Poole, is looking for an experienced self-employed Private Wealth Partner to join its UK team. The role focuses on building and growing a client base across the UK. It suits advisers who enjoy client acquisition and long-term relationship management, supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, the firm's proprietary wealth technology.

Key responsibilities

• Build and grow your own client book through referrals, professional networks, events and proactive outreach, converting prospects into long-term advisory relationships
• Retain and deepen client relationships through high-quality advice and service
• Generate your own opportunities, supported by the group's brand, network, marketing activity and professional introducer relationships
• Deliver holistic financial advice covering investments, pensions, protection, tax and estate planning
• Review and adapt client plans as goals, circumstances and market conditions change
• Advise internationally mobile clients with assets, income or family spread across multiple jurisdictions

Required profile

• Level 4 qualification in financial advice or equivalent
• Previous experience as a practising financial adviser
• Commercial mindset focused on growth and client acquisition
• Ability to work autonomously while using central support teams
• High standards of professionalism, organisation and follow-through
• Desirable: an existing client base that can be transferred, additional licences or willingness to obtain further regulatory permissions, and experience advising expatriate or international clients

What we offer

• Centralised compliance, operations and paraplanning so advisers can focus on clients
• Plume technology designed to reduce administrative burden
• Remuneration designed to reward advisers who build, retain and grow successful client relationships