Wealth Management Assistant

3 weeks ago

London Area, United Kingdom Pinnacle Wealth Management Full time

I'm looking to hire a full time Wealth Management Assistant. Apply on the company website directly. Link at the bottom of the post.


Main Purpose

The main purpose of this role is to provide comprehensive organisational and administrative support to a Partner, within Pinnacle Wealth Management.


This is not your average Assistant role. It has an element of a typical Personal Assistant role plus a heavily involved Business Administrator element. You will need to be excellent at managing a number of tasks at anyone time. Prioritisation and attention to detail are key.


Key Responsibilities

•Diary and Email Management i.e booking in client meetings via phone and email, responding to client emails.

•Accurately recording all meeting records and notes within Salesforce

•Managing client actions using Salesforce Tasks

•Sending and chasing LOA’s

•Completing CYC’s and CFR’s, preparing transfers packs

•Preparing LifePlans (Financial Planning Reports). Ensure all documents are appropriately personalised, accurate and comply with Pinnacle standards

•Preparing Voyant (Financial Planning Model). Inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports

•New business case submissions via Lifeplan and CFR’s

•Preparing Analytics reports. Locating funds and pre-populating client portfolios, producing fund and performance analysis

•Meeting pack preparation - for existing and potential client meetings

•Managing client actions using Tasks

•Submitting fund switches and obtaining product valuations

•Confirming receipt of client’s funds and informing the client

•Using all SJP systems effectively to support your daily tasks

•Any ad hoc requests the Partner may want you to undertake


Requirements to be successful

•Positive approach

•Strong attention to detail and accuracy of reporting is a necessity for this role

•Highly motivated, with a great work ethic

•Excellent communication skills

•Ability to work under pressure and meet deadlines

•Committed to delivering first-class client service

•Extremely organised with the ability to multi-task

•Resilient personality

•Effective Team player

•Accountable for own actions

•Discrete and professional in all communication

•Strong emotional intelligence

•Adaptable and flexible

•Willingness to challenge in a constructive and non-confrontational manner. Example,using influencing behaviours with SJP admin centres and Pinnacle BusinessProcessing team

•Self-motivated and willing to work at times in isolation and as part of a wider team


People Responsibilities

No direct management responsibilities exist for this role. Building a strong relationship with your Adviser and other teams within Pinnacle is essential.


Job Knowledge

Complete all training provided. Complete all SJP product exams for each tax year.


Career Progression

Long term career progression for serious applicants.

I'm looking for someone to stay with me medium/long term , that can grow with my business. Long term incentives in place.


Apply on the company website directly -

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