SKYBOUND WEALTH MANAGEMENT

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
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• 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
• skybound also provide full support through the CISI examination process. As a business, we ensure that all Advisers are at a UK Level 4 Diploma standard as a minimum, and see it as good practice to continue this throughout the business

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
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• 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

Trade

• management
• Management

Earnings for position business development manager

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
  Show more +6
• 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
• skybound also provide full support through the CISI examination process. As a business, we ensure that all Advisers are at a UK Level 4 Diploma standard as a minimum, and see it as good practice to continue this throughout the business

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
  Show more +5
• 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

Trade

• management
• Management

Earnings for position business development manager

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
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• 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
• maintain awareness of, and act in accordance with, all Compliance and legislative obligations
• discuss client objectives with the relevant Financial Planner, identifying necessary client information in order to prepare the necessary suitability check
• accurately and efficiently support the Financial Planning team to enable the achievement of targets and meet client expectations
• regularly participate in team meetings, including highlighting issues and owning actions through to resolution
• proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
• keep advisers updated with progress and liaise with them to expedite completion of advice

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

Trade

• administrative Assistance
• Administrative Assistance

Earnings for position administrator

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
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• A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion

Trade

• sales
• Sales

Earnings for position planner

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
  Show more +9
• ensure all relevant compliance paperwork has been carried out
• carry out technical research as part of the existing arrangement review process
• maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures
• maintain awareness of, and act in accordance with, all Compliance and legislative obligations
• discuss client objectives with the relevant Financial Planner, identifying necessary client information in order to prepare the necessary suitability check
• accurately and efficiently support the Financial Planning team to enable the achievement of targets and meet client expectations
• regularly participate in team meetings, including highlighting issues and owning actions through to resolution
• proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
• keep advisers updated with progress and liaise with them to expedite completion of advice

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