Client Support Administrator Job at Skybound Wealth Management (Bournemouth)

Client Support Administrator

Skybound Wealth Management

Location:
United Kingdom , Bournemouth

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job offer has expired

Job Description:

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.

Job Responsibility:

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
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
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
Support and help coordinate the 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:

Experience in a financial services administration role (IFA / Wealth Management preferred)
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

Nice to have:

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

What we offer:

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

Additional Information:

Job Posted:
January 02, 2026

Work Type:

Hybrid work

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