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Adviser Support Executive - Global Partners
Skybound Wealth Management
·
4.0
Dubai
Permanent
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Job details

Here’s how the job details align with your profile.

Job type

Permanent

Full job description

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.

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