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Skybound Wealth Management

Senior Client Support Administrator

Skybound Wealth Management

Senior Client Support Administrator supporting financial advisers and paraplanners ensuring operational efficiency and compliance at Skybound Wealth Management.

Posted 5/19/2026full-timeBournemouth • 🇬🇧 United KingdomSeniorWebsite

About the role

Key responsibilities & impact
  • 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
  • Process new business applications accurately and in line with internal procedures
  • Log and manage all new business through internal registers and systems
  • Take ownership of file completeness and operational readiness prior to advice and reporting stages

Requirements

What you’ll need
  • Experience in a financial services administration role (IFA / Wealth Management)
  • 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

Benefits

Comp & perks
  • Supportive, collaborative culture focused on quality and professionalism
  • Opportunity to develop your career as the UK team continues to expand
  • Be part of a growing, ambitious UK business with a clear strategy
  • Gain exposure to advisers, paraplanners, and complex client work

ATS Keywords

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Soft Skills
organisational skillsattention to detailprofessional communication skillsconfidence managing multiple casesability to manage competing priorities