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- Tasks: Support wealth advisers with admin tasks and client management in a fast-paced environment.
- Company: Join Pinnacle Wealth, a leading UK wealth advisory firm focused on client success.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your skills in wealth management.
- Qualifications: 2+ years in wealth management, excellent communication, and strong organisational skills.
- Other info: Dynamic team culture with a focus on personal and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Location: Canary Wharf (Hybrid)
Type: Fixed Term, Full-Time
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/s within Pinnacle Wealth Management as part of the central Assistant Support Unit (ASU). 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 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 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
- 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 (Fixed Term) employer: Pinnacle Wealth Management
Contact Detail:
Pinnacle Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Assistant (Fixed Term)
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management industry, especially those at Pinnacle Wealth. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for your interview by researching Pinnacle Wealth and its values. Show us you understand our mission and how you can contribute to helping clients achieve their ambitions.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so be yourself and let your passion for wealth management show!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows us you're genuinely interested in the role.
We think you need these skills to ace Wealth Management Assistant (Fixed Term)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Assistant role. Highlight your experience in managing tasks, client interactions, and any relevant software skills, especially with Salesforce. We want to see how your background aligns with what we do at Pinnacle!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: In wealth management, accuracy is key. When filling out your application, double-check for typos and ensure all information is correct. This not only reflects your attention to detail but also shows us you take pride in your work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Pinnacle Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand Pinnacle Wealth Management's mission and values. Familiarise yourself with their services and how they support clients in achieving their goals. This will show your genuine interest in the company and help you answer questions more effectively.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational abilities, prepare examples from your past experience where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised tasks and maintained attention to detail, especially in a fast-paced environment.
✨Demonstrate Client Service Excellence
Highlight your experience working with high-net-worth clients and your commitment to delivering first-class service. Prepare specific examples of how you've gone above and beyond for clients in previous roles, as this will resonate well with the interviewers.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics, the tools they use (like Salesforce), or how success is measured in the role. This shows that you're not only interested in the position but also in how you can contribute to the team's success.
