Wealth Management Assistant

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 element of 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.

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