Wealth Management Assistant
1 week ago
Location: Canary Wharf (Hybrid)Type: Fixed Term, Full-TimeAbout Pinnacle WealthPinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management.Since then, Pinnacle has grown to be a highly successful UK wealth advisory firm. Our advisers continue to help thousands of people and businesses to achieve the goals that are most important to them in life.Main Purpose of JobThe main purpose of this role is to provide comprehensive business, organisational and administrative support to an Adviser/s within Pinnacle Wealth Management as part of the central Assistant Support Unit (ASU).The role has elements of business administration as well as elements of a Personal Assistant role.The ideal candidate will need to be excellent at managing numerous tasks in our fast-paced environment, at any one time, prioritising these and maintaining attention to detail.Key Responsibilities of the JobDiary and email management e.g. booking client meetings via phone and email, responding to client emailsKeep an accurate record of all meetings and notes within SalesforceManage client actions using Salesforce tasksSend and chase LOA'sComplete CYC's and CFR'sPrepare Transfer packsPrepare Lifeplans, ensuring all documents are appropriately personalised, accurate and comply with Pinnacle standardsPrepare Voyant reports, inputting the client's information in order to create a base plan, create 'what if' scenarios and generate reportsPrepare Analytics reports, locating funds and pre-populating client portfolios, producing fund and performance analysisNew business case submissions via Lifeplan and CFR'sPrepare meeting packs for existing and potential client meetingsManage client actions using tasksSubmit fund switches and obtain product valuationsConfirm receipt of client's funds and inform the client accordinglyUse all SJP systems effectively to support your daily tasksAny other ad hoc requests that your manager or advisor/s may need you to undertake.Requirements of the Job (including Interpersonal)Previous experience working in a fast-paced Wealth Management Assistant role, minimum 2 yearsPrevious experience working with high-net-worth clients, providing a high level of serviceCommitted to delivering first-class client serviceExtremely organised with the ability to multi-taskStrong attention to detail and accuracy of reporting is a necessity for this roleExcellent communication skills, discrete and professionalResilientAccountable for own actionsHas a positive approachAbility to work under pressure and meet deadlinesEmotional intelligenceAdaptable and flexibleWillingness to challenge in a constructive and non-confrontational mannerSelf-motivated and willing to work at times in isolation and as part of a wider team
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Wealth Management Assistant
2 weeks ago
London, United Kingdom Pinnacle Wealth Management Full timeLocation: Canary Wharf (Hybrid)Type: Fixed Term, Full-TimeAbout Pinnacle WealthPinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management.Since then, Pinnacle has grown to be a highly successful UK...
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Wealth Management Assistant
1 week ago
London, United Kingdom Pinnacle Wealth Management Full timeJob DescriptionLocation: Canary Wharf (Hybrid)Type: Fixed Term, Full-TimeAbout Pinnacle WealthPinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management.Since then, Pinnacle has grown to be a...
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Wealth Management Assistant
2 weeks ago
London, United Kingdom Pinnacle Wealth Management Full timeJob DescriptionLocation: Canary Wharf (Hybrid)Type: Fixed Term, Full-TimeAbout Pinnacle WealthPinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management.Since then, Pinnacle has grown to be a...
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Wealth Management Assistant
2 weeks ago
London Area, United Kingdom Pinnacle Wealth Management Full timeLocation: Canary Wharf (Hybrid) Type: Fixed Term, Full-Time About Pinnacle Wealth Pinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management. Since then, Pinnacle has grown to be a highly...
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Wealth Management Assistant
2 weeks ago
City of London, Greater London, United Kingdom Pinnacle Wealth Management Full timeLocation: Canary Wharf (Hybrid) Type: Fixed Term, Full-Time About Pinnacle Wealth Pinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management. Since then, Pinnacle has grown to be a highly...
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Wealth Management Assistant
2 weeks ago
City of London, United Kingdom Pinnacle Wealth Management Full timeLocation: Canary Wharf (Hybrid)Type: Fixed Term, Full-TimeAbout Pinnacle WealthPinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management.Since then, Pinnacle has grown to be a highly successful UK...
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Client Service Associate
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Trainee Wealth Manager
2 weeks ago
Greater London, United Kingdom Hoxton Wealth Full timePositionTrainee Wealth Manager Company OverviewHoxton Wealth is a global financial services firm with offices in key locations including Cyprus, the United States, the United Kingdom, Dubai, South Africa and Australia. The company leverages a tech and tax‑led approach to financial planning combining innovative technology solutions with deep expertise in...
