Wealth Management Assistant | Elite Client Service & Admin

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 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.