Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Wealth Management Advisers with admin tasks and diary management.
- Company: Join a prestigious firm located in Canary Wharf, known for excellence in client service.
- Benefits: Enjoy a competitive salary and work on-site three days a week.
- Why this job: Perfect for detail-oriented individuals who thrive in a fast-paced environment.
- Qualifications: Previous admin experience and strong communication skills are essential.
- Other info: Ideal for self-motivated team players who value accountability.
The predicted salary is between 28000 - 31000 £ per year.
Job Title: Assistant Support Unit Administrator
Location: Canary Wharf (On-site: Tuesday to Thursday)
Salary: £28,000 – £31,000
Main Purpose of the Role
This role provides comprehensive organisational and administrative support to Advisers within Wealth Management as part of the central Assistant Support Unit.
It encompasses both business administration and Personal Assistant responsibilities, such as diary management. The ideal candidate will excel at handling multiple tasks simultaneously, prioritising effectively, and maintaining exceptional attention to detail.
Key Responsibilities
- Diary and email management, including booking client meetings via phone and email, and responding to client communications.
- Maintain accurate records of meetings and notes within Salesforce.
- Manage client actions through Salesforce tasks.
- Send and chase Letters of Authority (LOAs).
- Complete key documentation, such as CYC and CFR forms.
- Prepare transfer packs, life plans, and meeting packs, ensuring all documents meet Pinnacle’s high standards.
- Generate Voyant reports by inputting client data to create base plans, explore scenarios, and produce reports.
- Produce Analytics reports, including pre-populating client portfolios and conducting fund and performance analysis.
- Submit new business cases via Lifeplan and CFRs.
- Submit fund switches and obtain product valuations.
- Confirm receipt of client funds and provide updates to clients.
- Use all systems effectively to support daily tasks.
- Undertake ad hoc requests from your manager or advisers.
Requirements
- Experience: Previous administrative experience is essential.
- Skills: Exceptional attention to detail and accuracy.
- Strong organisational and multitasking abilities.
- Excellent communication skills (written and verbal).
- Resilient, adaptable, and able to work well under pressure.
- Positive, self-motivated, and a strong work ethic.
- A committed team player who values accountability.
- Professional, discreet, and emotionally intelligent in all interactions.
- Competencies: Ability to challenge constructively and influence effectively (e.g., liaising with SJP admin centres).
- Comfortable working independently and as part of a team.
Benefits of the Role
This position offers a competitive salary of £28,000 – £31,000 and the opportunity to work from a prestigious Canary Wharf office three days a week (Tuesday to Thursday).
If you’re organised, detail-oriented, and passionate about delivering exceptional client service, we’d love to hear from you!
Vend Tech Group | Wealth Management Associate employer: Vend Tech Group
Contact Detail:
Vend Tech Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vend Tech Group | Wealth Management Associate
✨Tip Number 1
Familiarize yourself with Salesforce, as it's a key tool for managing client actions and maintaining records. Consider taking an online course or tutorial to boost your skills and show your commitment to mastering the platform.
✨Tip Number 2
Highlight your multitasking abilities by preparing examples of how you've successfully managed multiple priorities in previous roles. This will demonstrate your capability to handle the fast-paced environment of wealth management.
✨Tip Number 3
Practice your communication skills, both written and verbal. You might want to role-play scenarios where you respond to client inquiries or manage diary appointments, showcasing your professionalism and emotional intelligence.
✨Tip Number 4
Research the company culture at Pinnacle and be prepared to discuss how your values align with theirs. Showing that you understand their commitment to exceptional client service can set you apart from other candidates.
We think you need these skills to ace Vend Tech Group | Wealth Management Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience and skills that align with the responsibilities listed in the job description. Emphasize your attention to detail, organizational abilities, and any experience with diary management or client communications.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples from your past experiences that demonstrate your multitasking abilities and how you handle pressure, as these are key traits for this position.
Highlight Relevant Skills: Clearly outline your communication skills, both written and verbal, in your application. Provide examples of how you've successfully managed client interactions or worked within a team to showcase your ability to be a committed team player.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no errors. Attention to detail is crucial for this role, so make sure your application reflects that quality.
How to prepare for a job interview at Vend Tech Group
✨Showcase Your Organizational Skills
Since the role requires exceptional organizational abilities, be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. Highlight how you prioritize effectively and maintain attention to detail.
✨Demonstrate Communication Proficiency
Excellent communication skills are crucial for this position. During the interview, practice clear and concise communication. Be ready to provide examples of how you've effectively communicated with clients or team members in previous roles.
✨Familiarize Yourself with Salesforce
As the role involves managing records and client actions through Salesforce, it would be beneficial to familiarize yourself with the platform. If you have prior experience using Salesforce, be sure to mention it and discuss how you utilized it to enhance your administrative tasks.
✨Exhibit a Positive Attitude
The job description emphasizes the importance of being self-motivated and resilient. Approach the interview with a positive demeanor, and share instances where you overcame challenges or adapted to changing circumstances in a professional setting.
