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.
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Wealth Management Assistant | Elite Client Service & Admin employer: Pinnacle Wealth Management
Pinnacle Wealth Management is an exceptional employer located in the vibrant Canary Wharf, offering a dynamic hybrid work environment that fosters both personal and professional growth. With a commitment to supporting talented individuals in wealth management, Pinnacle provides comprehensive training and development opportunities, ensuring employees thrive in their roles while delivering first-class service to high-net-worth clients. The collaborative and fast-paced culture encourages innovation and adaptability, making it a rewarding place for those seeking meaningful employment in the financial sector.
Contact Details:
Pinnacle Wealth Management Recruitment Team
