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Skybound Wealth Management · Posted Nov 6, 2026
- Poole, Dorset, United Kingdom
- On-site
Support Private Wealth Advisers across the full advice process, including pensions, investments, protection and estate planning.
Compensation
A basic salary relevant to current
Responsibilities
- Undertake detailed product and fund research across pensions, investments, protection, tax and estate planning
- Analyse client circumstances, objectives and existing arrangements to inform recommendation
- Utilise Plume, our proprietary wealth technology platform, to support the efficient delivery of high-quality advice
- Use cashflow modelling to demonstrate outcomes and support adviser recommendations
- Prepare high-quality, detailed suitability letters and advice reports based on fact finds and information provided by Private Wealth Advisers
Requirements
- Level 4 Diploma
- Nice to have: FE Analytics