Adviser Support Executive

Responsibilities

• Process applications for pensions, savings, and insurance cases
• Manage and chase the new business pipeline to ensure efficient completion
• Liaise with providers, trustees, and pension schemes
• Handle policy servicing including valuations, withdrawals, and transfers
• Communicate with clients and advisers via email, phone, and written correspondence
• Update internal systems including Plume and Salesforce to maintain compliant records
• Manage incoming provider correspondence and maintain organized workflows

Requirements

• Minimum 2 years of experience in financial services, ideally in adviser support or financial planning
• Strong organizational skills and high attention to detail
• Clear and polished written and verbal communication skills
• Professionalism when interacting with clients and senior stakeholders
• Proficiency with technology and a willingness to learn new systems

Benefits

• Competitive salary
• Career progression opportunities within a global advisory group
• Full employment visa and medical insurance
• Sponsorship for professional qualifications (CII, CISI, LIBF)
• Opportunity to work in an award-winning team in Dubai

About the Company

Skybound Wealth Management is an international wealth management group operating across the UK, Switzerland, Europe, USA, and the Middle East. We provide personalized wealth planning and financial advice to internationally connected individuals through strong operations, compliance, and technology.