Wealth Management Assistant

Pinnacle Wealth Management; Greater London; On-site; GBP 26,000 - 36,000; Full time

Job summary

Pinnacle Wealth Management LLP is seeking a proactive Wealth Management Assistant to provide comprehensive business, organisational and administrative support to advisers in a fast-paced environment.

You will manage diaries, client communications and Salesforce records, while preparing Lifeplans, CFRs and analytics reports for high-net-worth clients. The role requires meticulous attention to detail, discretion and strong teamwork in London and surrounding areas.

Qualifications

• Minimum 2 years in a fast-paced Wealth Management Assistant role.
• Experience with high-net-worth clients and delivering first-class service.
• Extremely organized with the ability to multi-task and manage priorities.
• Strong attention to detail and accuracy in reporting.
• Excellent communication, discretion and professionalism.
• Resilient with a proactive approach to deadlines and pressures.
• Self-motivated and collaborative within a team.

Responsibilities

• Diary and email management, booking client meetings via phone and email.
• Keep accurate records of meetings and notes in Salesforce.
• Manage client actions using Salesforce tasks.
• Send and chase LOA’s.
• Complete CFR’s and Lifeplan paperwork.
• Prepare Transfer packs and Lifeplans with personalised, accurate documents.
• Create Voyant reports and base plans with client data.
• Prepare Analytics reports including fund research and performance analysis.
• Submit new business cases via Lifeplan and CFRs.
• Submit fund switches and obtain valuations.
• Confirm receipt of client funds and inform clients accordingly.
• Utilize SJP systems to support daily tasks.
• Handle ad hoc requests from the manager/advisors.

Skills

Wealth management experience

High-net-worth client service

Highly organized

Attention to detail

Multi-tasking

Excellent communication

Discretion and professionalism

Resilience

Work under pressure

Team player

Tools

Salesforce

Lifeplan

CFR

Voyant

SJP systems

Job description

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 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 Job

The main purpose of this role is to provide comprehensive business, organisational and administrative support to an Adviser/s within Pinnacle Wealth Management.

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 Job

• Diary and email management e.g. booking client meetings via phone and email, responding to client emails
• Keep an accurate record of all meetings and notes within Salesforce
• Manage client actions using Salesforce tasks
• Send and chase LOA’s
• Complete CYC’s and CFR’s
• Prepare Transfer packs
• Prepare Lifeplans, ensuring all documents are appropriately personalised, accurate and comply with Pinnacle standards
• Prepare Voyant reports, inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports
• Prepare Analytics reports, locating funds and pre-populating client portfolios, producing fund and performance analysis
• New business case submissions via Lifeplan and CFR’s
• Prepare meeting packs for existing and potential client meetingsManage client actions using tasks
• Submit fund switches and obtain product valuations
• Confirm receipt of client’s funds and inform the client accordingly
• Use all SJP systems effectively to support your daily tasks
• Any 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 years
• Previous experience working with high-net-worth clients, providing a high level of service
• Committed to delivering first-class client service
• Extremely organised with the ability to multi-task
• Strong attention to detail and accuracy of reporting is a necessity for this role
• Excellent communication skills, discrete and professional
• Resilient
• Accountable for own actions
• Has a positive approach
• Ability to work under pressure and meet deadlines
• Adaptable and flexible
• Willingness to challenge in a constructive and non-confrontational manner
• Self-motivated and willing to work at times in isolation and as part of a wider team