At a Glance
- Tasks: Provide organisational support and manage client communications for a Financial Adviser.
- Company: Join Pinnacle Wealth Management, a leader in financial services.
- Benefits: Part-time hours, competitive salary, and flexible working options.
- Other info: Build relationships across the business and enjoy a supportive work environment.
- Why this job: Gain valuable experience in wealth management while working from home or in the office.
- Qualifications: Strong admin skills, attention to detail, and a passion for client service.
The predicted salary is between 18000 - 18000 £ per year.
The main purpose of this role is to provide comprehensive organisational and administrative support to myself as a Financial Adviser within Pinnacle Wealth Management. The role has elements of business administration as well as a Personal Assistant role (e.g. diary management). The ideal candidate will need to be excellent at managing numerous tasks 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 Letter of Authorities (LOA’s) sent to pension/investment providers
- Complete CYC’s and CFR’s
- Prepare Transfer packs
- New business case submissions via Lifeplan and CFR’s
- 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 may need you to undertake.
Requirements of the Job
- Previous experience working in an administrative role
- Strong attention to detail and accuracy of reporting is a necessity for this role
- Extremely organised with the ability to multi-task
- Highly motivated, with a great work ethic
- Ability to work under pressure and meet deadlines
- Committed to delivering first-class client service
- Professional in all communication
People Management Responsibilities
No direct management responsibilities but there is a need to build strong relationships across the business and at all levels.
Job Knowledge
Complete all training provided. Complete all SJP product exams for each tax year.
Job Type
Part-time: 9.30am to 3pm four days per week. Salary £18,000 per year. Working from home with the option to work from the Canary Wharf office if preferred.
Wealth Management Assistant employer: St. James's Place
Pinnacle Wealth Management is an exceptional employer that values its employees by offering a flexible part-time role as a Wealth Management Assistant, allowing for a healthy work-life balance. With a strong emphasis on professional development and a supportive work culture, employees are encouraged to grow their skills while contributing to a first-class client service experience. The option to work from home or in the vibrant Canary Wharf office provides unique advantages, making it an attractive workplace for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Assistant
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like St. James's Place often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at St. James's Place.
We think you need these skills to ace Wealth Management Assistant
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at St. James's Place and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at St. James's Place. A little light-heartedness can go a long way!
How to prepare for a job interview at St. James's Place
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
