Adviser Support Executive
Skybound Wealth Management
Employer Active
Posted 6 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
We are looking for an experienced Adviser Support Executive to join our UAE team. This is a role for someone who understands the pace and precision required in a high-performing advisory environment. You'll work closely with advisers who focus on savings, investment planning, retirement, and insurance across a diverse international client base. If you want to build a long-term career inside a global wealth management business, this role gives you the platform to do it properly - with structure, support, and progression.
What You'll Be Doing
- Processing applications for pensions, regular and lump-sum savings, and insurance cases
- Managing and actively chasing the new business pipeline to ensure efficient completion
- Liaising with providers, trustees, and pension schemes
- Handling policy servicing including valuations, withdrawals, assignments, letters of authority, and transfers of agency
- Communicating with clients and advisers via email, phone, and written correspondence
- Updating Plume, Salesforce, and other internal systems to maintain accurate and compliant records
- Managing incoming provider correspondence and maintaining organised workflow
Desired Candidate Profile
Minimum 2 years' experience in financial services, ideally adviser support or in a financial planning environment. 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.
Company Industry
Department / Functional Area
Keywords
- Adviser Support Executive
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Skybound Wealth Management
About Us Skybound Wealth Management is a global advisory group with regulated operations across the UK, EU, USA, Switzerland, UAE and beyond. We support international clients with personalised wealth planning powered by strong operations, compliance and technology. Dubai is the heartbeat of our business, home to our fastest-growing teams and the centre of expat wealth in the region. Skybound has recently been recognised with multiple awards including Company of the Year and Excellence in Client Service, reflecting our commitment to raising the standard of advice worldwide.