SKYBOUND WEALTH MANAGEMENT Salary
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0 ratings
4 reviews
Sheffield
MBP3 CARBROOK HALL ROAD SHEFFIELD S9 2EQ ENGLAND
TIN:
04479650
Consulting services

Earnings on positions in SKYBOUND WEALTH MANAGEMENT

Earnings on positions in SKYBOUND WEALTH MANAGEMENT

Average salary in this position
Average salary in this position in the country
paraplanner
2500 £
19%
2952 £

National average salary

2950 £

Average salary in this company

2500 £

SKYBOUND WEALTH MANAGEMENT is looking for employees for positions:

planner

Trade

  • sales
  • Sales

Requirements

  • level 4 RDR UK Diploma minimum qualification. Ideally Chartered
  • at least 1 year experience as a Financial Planner
  • A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA
  • A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion

business development manager

Trade

  • management
  • Management

Working hours

  • full-time

Requirements

  • an individual with a proven and demonstrable track record within a pro-active sales and business development role
  • ability to generate leads and strategically develop new business, alongside continue to develop business through referrals
  • comfortable dealing with high net worth individuals
  • ability to handle objections
  • strong, confident, eloquent phone manner
  • good soft skills
  • the ability to keep up to date with market trends and latest financial news
  • ability to navigate through multiple business sites

Responsibility

  • the Business Development Manager position has a fundamental value to the overall success of the business, making it an excellent opportunity for someone who is driven to seek excellence in everything they do
  • if you are a successful sales person and looking for the platform to build a new career in Wealth Management, this is the job for you
  • the main focus of the role is to strategically target and then directly contact potential high net worth expat clients who are living, working and retiring globally, before outlining the Skybound Wealth proposition and introducing them to one of our qualified, Senior Financial Planners
  • desired Skills and Experience
  • this involves using a wide variety of sources to map both the corporate and socio-economic landscapes within the area you are focusing on, highlighting both British and other international executives
  • it is very useful to know about how current affairs are affecting the financial markets due to the diverse client range associated with Skybound
  • in tandem with the research stage, a Skybound Wealth BDM is able to pitch potential clients over email, telephone or in person
  • an innate enjoyment of the sales process and confidence talking to a wide range of individuals is therefore key for this position

administrator

Trade

  • administrative Assistance
  • Administrative Assistance

Working hours

  • full-time

Requirements

  • excellent standard of education with a desire to further develop and to undertake relevant examinations
  • organisation and prioritisation skills
  • excellent verbal and written communication skills with an eye for detail

Responsibility

  • develop and maintain effective relationships with colleagues and clients
  • contact clients to arrange review meetings
  • prepare suitability reports appropriate to level of experience and under relevant supervision
  • ensure all relevant compliance paperwork has been carried out
  • working as part of the Skybound Wealth European team and based in either our Central London or Sheffield office, you will assist Financial Planners with a range of tasks such as; arranging client review meetings, preparation of written advice reports and provide technical research and general support
  • carry out technical research as part of the existing arrangement review process
  • this role presents a fantastic opportunity for someone with some existing experience or knowledge of the finance industry who is looking to develop a career in wealth management
  • maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures

business development manager

Trade

  • management
  • Management

Working hours

  • full-time

Requirements

  • an individual with a proven and demonstrable track record within a pro-active sales and business development role
  • ability to generate leads and strategically develop new business, alongside continue to develop business through referrals
  • comfortable dealing with high net worth individuals
  • ability to handle objections
  • strong, confident, eloquent phone manner
  • good soft skills
  • the ability to keep up to date with market trends and latest financial news
  • ability to navigate through multiple business sites

Responsibility

  • the Business Development Manager position has a fundamental value to the overall success of the business, making it an excellent opportunity for someone who is driven to seek excellence in everything they do
  • if you are a successful sales person and looking for the platform to build a new career in Wealth Management, this is the job for you
  • the main focus of the role is to strategically target and then directly contact potential high net worth expat clients who are living, working and retiring globally, before outlining the Skybound Wealth proposition and introducing them to one of our qualified, Senior Financial Planners
  • desired Skills and Experience
  • this involves using a wide variety of sources to map both the corporate and socio-economic landscapes within the area you are focusing on, highlighting both British and other international executives
  • it is very useful to know about how current affairs are affecting the financial markets due to the diverse client range associated with Skybound
  • in tandem with the research stage, a Skybound Wealth BDM is able to pitch potential clients over email, telephone or in person
  • an innate enjoyment of the sales process and confidence talking to a wide range of individuals is therefore key for this position

paraplanner

Requirements

  • level 4 Diploma qualified ideally, or part qualified with a commitment to progress
  • level 4 qualified ideally, or part qualified as a minimum
  • strong technical knowledge across pensions, investments and protection
  • high attention to detail with strong numeracy and written communication skills
  • experience with software packages such as FE Analytics is essential for this role
  • experience with software packages such as FE Analytics is desirable for this role
  • knowledge of cashflow modelling software advantageous
  • the ideal candidate will have a minimum of 3 years relevant financial services experience and have worked for a financial advisory business in a similar role

Responsibility

  • maintaining registers/reports for compliance audit purposes
  • preparing relevant literature and documentation for client meetings and annual reviews

managing director

Responsibility

  • operational Oversight: Take responsibility for the day-to-day operations of the UK business, including Business Development, Administration, and other key support functions
  • provider Relations: Work closely with providers to maintain and enhance terms of business
  • training and Development: Lead the training and professional development of our Financial Planners, with a particular focus on growing AUM
  • recruitment and Onboarding: Oversee the recruitment and integration of new Financial Planners and support staff in 2025 and beyond
  • cross-Regional Collaboration: Foster strong relationships with other Skybound Wealth offices, currently located in Switzerland, Cyprus, the UAE, and the USA
  • leadership and Management: Directly manage the Financial Planning and support teams in Skybound Wealth UK, overseeing appraisals and ensuring the effective functioning of the teams