Client Support Administrator

Responsibilities

• Manage the UK Client Services mailbox, handling inbound enquiries professionally
• Act as the 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
• Process new business applications accurately and maintain pipeline momentum
• Log and manage all new business through internal registers and systems
• Ensure file completeness and operational readiness prior to advice stages
• Support the preparation and issuance of suitability reports to clients
• Assist with internal projects, including template upgrades and process improvements

Requirements

• Proven experience in a financial services administration role (IFA or Wealth Management)
• Strong organisational skills with high attention to detail
• Ability to manage multiple cases and competing priorities confidently
• Professional communication skills for interacting with clients, providers, and colleagues
• Proficiency working with systems, registers, and structured processes

Preferred Qualifications

• 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 operational workflows

Benefits

• Hybrid working model based out of our Bournemouth hub
• Opportunity to work within a growing, ambitious international business
• Exposure to complex client work and professional development alongside advisers and paraplanners
• Supportive and collaborative company culture

About the Company

Skybound Wealth Management is a global financial advisory company providing tailored advice to international clients. Our UK arm is FCA regulated and headquartered in Bournemouth, operating as part of an international group with a presence in the USA, Switzerland, Europe, and the Middle East.