Senior Client Support Administrator at Skybound Wealth Management

Bournemouth, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

16 Aug, 26

Salary

0.0

Posted On

18 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Services Administration, Client Relationship Management, Pipeline Management, Compliance, Workflow Coordination, New Business Processing, Operational Oversight, Professional Communication, Case Management, Document Preparation, Stakeholder Coordination, Attention To Detail

Industry

Financial Services

Description

Senior Client Support Administrator Company Overview Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. Skybound Wealth UK is the FCA regulated arm of the business, operating since 2002 and advising clients UK-wide. We are headquartered in Wallisdown (Bournemouth), with advisers across the UK. 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. 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 an ongoing 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) 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.

Responsibilities

Manage operational processes and workflow momentum to support advisers and paraplanners in delivering compliant financial advice. Coordinate between clients, providers, and internal teams while overseeing file completeness and new business applications.