Graduate Associate - Wealth Management

Skybound Wealth Management - Graduate Associate – 2027

About Us

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across administration, compliance and operations.

Over the past 25 years, we have built a strong track record of developing talented individuals into successful Private Wealth Advisers. In 2025, we formalised this approach through the launch of the Skybound Graduate Academy, creating a structured route for ambitious graduates to gain professional qualifications, practical experience and exposure across an international wealth management business.

Following two successful Academy intakes, we are now recruiting our next cohort to begin in September 2027. This is an opportunity to start a commercially focused and highly client-facing career, supported by experienced professionals and with a defined pathway towards becoming a qualified Private Wealth Adviser.

About the role

This is a highly client-facing and commercially focused role, suited to outgoing and ambitious individuals who enjoy building relationships, developing new business and engaging with clients.

Over the 18-month Academy programme, you will develop the experience, knowledge, professional qualifications and confidence needed to progress towards a career as a Private Wealth Adviser. You will gain practical experience across Paraplanning, Business Development, Compliance, Marketing, Technology, Tax, Property and Client Services, giving you a broad understanding of how an international wealth management business operates.

Alongside these rotations, Skybound will sponsor you through the CISI Level 4 Investment Advice Diploma, providing financial support, structured study time and practical training to help you apply your learning in a client environment.

Upon completing the Academy and the required professional qualifications, you will undertake an intensive week-long Adviser Course. Subject to successfully completing the programme and final assessment, you will progress into a Private Wealth Adviser role in London, where you will continue developing your technical knowledge, commercial skills and client base.

After gaining at least 12 months of experience as a Private Wealth Adviser in London, there may be opportunities to explore roles across our international offices.

The Adviser career at Skybound is entrepreneurial and performance-led, offering significant responsibility, international mobility and uncapped earning potential. Our strongest-performing Advisers can earn more than £200,000 per year, although earnings will depend on individual performance and the client base developed.

Key Graduate Rotations

Throughout the Academy, you will complete structured rotations across the business, building the technical, commercial and client-facing skills required to become a successful Private Wealth Adviser.

Paraplanning and Administration

· Learn how client objectives are translated into suitable financial recommendations

· Support technical research, suitability reports and preparation for client meetings

· Develop the accuracy, organisation and systems discipline required in financial advice

Business Development

· Learn how to identify, approach and engage prospective international clients

· Develop confidence in prospecting, relationship-building and presenting Skybound’s proposition

· Gain practical experience in personal branding, digital outreach and pipeline management

Compliance

· Understand the regulatory responsibilities involved in providing financial advice

· Gain practical experience of client onboarding, KYC, AML, file reviews and monitoring

· Explore how regulatory expectations differ across Skybound’s international jurisdictions

Marketing

· Understand how marketing supports client acquisition and long-term engagement

· Contribute to digital campaigns, client communications and audience targeting

· Research competitors, potential partners and new opportunities for growth

Technology and Operations

· Learn how technology supports advisers, clients and the wider business

· Contribute to digital product, data and operational improvement projects

· Develop practical skills in Salesforce, reporting, KPIs and pipeline management

Tax

· Build an understanding of how personal tax affects international financial advice

· Receive training on residence, income tax, capital gains tax, dividends and pensions

· Shadow client meetings and research current developments in tax legislation

Property and Finance

· Develop an understanding of property finance and mortgage opportunities

· Conduct lender research and support the progression of live client cases

· Shadow client meetings involving both wealth management and property finance

Client Services

· Work directly with the team responsible for supporting Skybound’s existing clients

· Gain experience communicating with clients and assisting with live servicing requirements

· Contribute to projects designed to improve the client journey and overall service experience

Desired Skills and Experience:

· A bachelor’s degree in any discipline (2:1 or above), a relevant field is advantageous

· A genuine interest in wealth management and financial advice

· Strong interpersonal and communication skills, with the confidence to build rapport with a wide range of people

· An outgoing and commercially focused approach, with an interest in developing new long-term client relationships

· Resilience, self-motivation and the determination to work towards challenging objectives

· Strong organisation, problem-solving and time-management skillsA willingness to travel across Europe as required

· A proactive approach to staying informed on market trends and financial news

Note, we place greater value on these interpersonal qualities than on a strong technical or mathematical background

What you will Gain?

· Competitive Salary: Starting at £30,000 per annum, increasing to £35,000 upon completion of the Level 4 Investment Advice Diploma exams

· Sponsorship through the Level 4 Investment Advice Diploma: Financial sponsorship and study support provided by the company to complete these exams, one every 6 months

· Comprehensive Training: Weekly workshops covering financial products, specialist training, and case studies to support your development

· Mentorship: Ongoing guidance and mentorship from an experienced Private Wealth Adviser at Skybound Wealth

· Career Progression: A clear and structured development path with key milestones set annually

· Global Opportunities: Future opportunities across our offices across Europe, the Middle East or USA

We offer a unique opportunity for motivated individuals who are passionate about wealth management and financial advice.

Key Dates:

· Applications Closing: by 30th November 2026 latest

· Process Starting: 1st December 2026

· Process Completing: 30th March 2027 (or before)

· Role Starting: 6th September 2027

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We are welcoming applications from all qualified candidates regardless of background.

Please note that we are unfortunately unable to offer visa sponsorship in the UK at this time.