Job Description

About Us

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Spain, UAE and Malaysia. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.

About the role

We have achieved significant success by developing talented Private Wealth Advisers from within the organisation. In August 2025 we had our first intake of Graduate Associates in this formal programme, developing the next generation of successful Private Wealth Advisers at our London office. We are now preparing to repeat this for our next intake in August 2026.
Throughout the programme, you will gain a comprehensive understanding of key departments such as Paraplanning, Business Development, Compliance, Marketing and Technology.
The main objective is to equip you with the knowledge, skills, qualification and confidence needed to become a successful Private Wealth Adviser within an 18-month period. The key qualification that you will complete is the CISI Level 4 Investment Advice Diploma, qualifying you to give financial advice both in the UK and in many international jurisdictions.
Upon completion of the Graduate programme, you would then be assessed on week-long intensive Adviser Course. Subject to passing this, the first 12 months will be spent as a Private Wealth Adviser in London before exploring opportunities in our overseas offices.
The Private Wealth Adviser role at Skybound Wealth Management is incredibly entrepreneurial, with uncapped financial progression. On target earnings for many of our top performers in this role would be in excess of 200,000 per year (inclusive of salary, bonus, commission).

Key Graduate Rotations

Paraplanning & Administration

Preparing suitability reports aligning client recommendations with their financial goals and risk tolerance
Scheduling client review meetings, preparing agendas, and compiling relevant documentation
Conducting technical research for existing arrangement reviews
Assisting in evaluating client risk profiles and recommending suitable investment strategies
Maintaining core systems in line with company policy and procedures, ensuring tasks are being completed accurately

Business Development

Prospecting high-net-worth expat clients globally, identifying needs and introducing them to the Skybound Wealth proposition
Guiding clients through their advisory journey, building long-term relationships and facilitating wealth management goals
Using LinkedIn, business directories, and other sources for mapping the corporate landscape and identifying potential clients
Collaborating with Marketing for developing campaigns generating interest in Skybound Wealth Management's services
Gaining exposure to digital marketing, personal branding, AI and similar skills

Compliance

Monitoring compliance, focusing on client onboarding (KYC, AML, CDD)
Training on systems with Plume and Salesforce for client file reviews and monitoring
Completing practical tasks including file testing, updating registers, drafting monitoring findings, and conducting thematic reviews
Shadowing compliance officers across different jurisdictions for understanding global regulatory differences
Developing skills in risk-based monitoring, regulatory research, report writing, and presenting recommendations

Marketing

Assisting with executing campaigns (email marketing, social media, events, etc.)
Supporting development of targeting and segmentation strategies for LinkedIn, Google Ads, and email campaigns
Helping map and optimise customer engagement flows, including lead journeys and automated communications
Conducting market and competitor research for campaign messaging
Identifying potential partners and introducers, reaching out and onboarding new relationships

Technology and Operations

Shadowing Product Leads and contributing to digital product development, user interface research, and adviser tool onboarding
Learning the technology development cycle (backlog grooming, sprint planning, QA feedback)
Receiving training in advanced search tools (e.g., LinkedIn filters, proprietary methods) for business development
Supporting Operations projects, including data digitalisation, reconciliation, and system reporting
Developing practical skills in Salesforce dashboards, KPIs, and pipeline management

Desired Skills and Experience:

A bachelor's degree in a relevant subject (minimum 2-1 degree)
A passion for the wealth management and financial advisory industry
A strong desire to assist individuals in managing their finances effectively
Excellent interpersonal skills, including communication, networking, and problem-solving
A willingness to travel across Europe as required
A proactive approach to staying informed on market trends and financial news

What You'll Gain:

Competitive Salary:

Starting at 30,000 per annum, increasing to 35,000 upon completion of the Level 4 Investment Advice Diploma exams.

Sponsorship through the Level 4 Investment Advice Diploma

: Financial sponsorship and study support provided by the company to complete these exams, one every 6 months

Comprehensive Training

: Weekly workshops covering financial products, specialist training, and case studies to support your development

Mentorship

: Ongoing guidance and mentorship from an experienced Private Wealth Adviser at Skybound Wealth

Career Progression

: A clear and structured development path with key milestones set annually

Global Opportunities

: Future opportunities across our offices across Europe, the Middle East and Asia

We offer a unique opportunity for motivated individuals who are passionate about wealth management and financial advice. We are dedicated to developing the leaders of tomorrow by providing exceptional training, mentorship, and opportunities for global career growth.
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We are welcoming applications from all qualified candidates regardless of background.
Interviews will begin in November 2025, in preparation for a start date for this role of August 2026.
Please note that we are unfortunately unable to offer visa sponsorship in the UK at this time.

Department

Advisers

Locations

London Office