At a Glance
- Tasks: Support a wealth adviser with admin tasks and client management in a dynamic environment.
- Company: Join Pinnacle Wealth Management, a leading UK advisory firm helping clients achieve their financial goals since 2013.
- Benefits: Enjoy a supportive work culture, opportunities for growth, and the chance to make a real impact.
- Other info: Ideal for motivated individuals who thrive under pressure and are eager to learn.
- Why this job: Be part of a team that values ambition, attention to detail, and exceptional client service.
- Qualifications: 2-3 years in a fast-paced financial role, experience with high-net-worth clients, and strong communication skills.
The predicted salary is between 28800 - 43200 £ per year.
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 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 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, 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 meetings
- Manage 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 Financial Assistant role, minimum 2-3 years
- Previous experience working with high-net-worth clients, providing a high level of service
- Resilient
- Accountable for own actions
- Strong attention to detail and accuracy of reporting is a necessity for this role
- Extremely organised with the ability to multi-task
- Has a positive approach
- 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
- Effective team player
- Discrete and professional in all communication
- Emotional intelligence
- 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
Wealth Management Assistant employer: Pinnacle Wealth Management
Pinnacle Wealth Management is an exceptional employer, offering a dynamic work environment where employees are empowered to support clients in achieving their financial ambitions. With a strong focus on professional development and a commitment to excellence, Pinnacle fosters a collaborative culture that values attention to detail and high-quality service. Located in the heart of the UK, employees benefit from a vibrant city atmosphere while being part of a rapidly growing firm dedicated to nurturing talent in the wealth management sector.
Contact Details:
Pinnacle Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Assistant
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for managing client actions and records in this role. Consider taking an online course or tutorial to boost your confidence and proficiency with the platform.
✨Tip Number 2
Highlight your experience with high-net-worth clients during networking events or informational interviews. Building connections in the wealth management sector can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock diary management plan or a sample meeting pack. This will showcase your ability to handle multiple tasks and attention to detail, which are crucial for the Wealth Management Assistant role.
✨Tip Number 4
Stay updated on industry trends and news related to wealth management. Being knowledgeable about current events can help you engage in meaningful conversations during interviews and show your genuine interest in the field.
We think you need these skills to ace Wealth Management Assistant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial assistance and client management. Emphasise your ability to work in fast-paced environments and your attention to detail, as these are crucial for the Wealth Management Assistant role.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and Pinnacle Wealth Management. Mention specific experiences that demonstrate your organisational skills and ability to manage multiple tasks effectively.
Showcase Relevant Skills:Highlight skills such as diary management, communication, and proficiency with Salesforce or similar systems. Provide examples of how you've successfully managed client relationships and maintained high service standards.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential for this role.
How to prepare for a job interview at Pinnacle Wealth Management
✨Showcase Your Organisational Skills
As a Wealth Management Assistant, you'll need to juggle multiple tasks. Be prepared to discuss specific examples from your past experience where you successfully managed competing priorities and maintained attention to detail.
✨Demonstrate Client Service Excellence
Pinnacle values high-level service for high-net-worth clients. Share instances where you've gone above and beyond for clients, highlighting your communication skills and ability to build strong relationships.
✨Familiarise Yourself with Salesforce
Since the role involves using Salesforce for managing client actions and records, it’s beneficial to have a basic understanding of the platform. If you have experience with similar CRM systems, be ready to discuss how you adapted to new software in the past.
✨Exhibit Resilience and Adaptability
The fast-paced environment at Pinnacle requires resilience and flexibility. Prepare to talk about challenges you've faced in previous roles and how you adapted to changing circumstances while maintaining a positive attitude.
