Wealth Management Assistant

2 weeks ago

London, United Kingdom Pinnacle Wealth Management Full time

**Main Purpose **The main purpose of this role is to provide comprehensive organisational and administrative support to an Adviser 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**
- 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. Ensure all documents are appropriately personalised, accurate and comply with Pinnacle standards
- Preparing Voyant reports. 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
- Submitting fund switches and obtaining product valuations
- Confirming receipt of client’s funds and informing the client
- Using all 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 Business Processing team
- Self-motivated and willing to work at times in isolation and as part of a wider team

**Salary**: £27,500.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Application question(s):

- Do you have an interest in wealth management?

**Education**:

- A-Level or equivalent (required)

**Experience**:

- business admin: 3 years (required)

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in London

Application deadline: 30/06/2023

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