Wealth Management Assistant - London, United Kingdom - Pinnacle Wealth Management

Pinnacle Wealth Management

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Main Purpose The main purpose of this role is to provide comprehensive organisational and administrative support to an Adviser within Pinnacle Wealth Management.

This is not your average Assistant role, it has an element of a typical Personal Assistant role plus a heavily involved Business Administrator element.

You will need to be excellent at managing a number of tasks at anyone time. Prioritisation and attention to detail are key.

Key Responsibilities

Accurately recording all meeting records and notes within Salesforce
Managing client actions using Salesforce Tasks
Sending and chasing LOA's
Completing CYC's and CFR's, preparing transfers packs
Preparing Lifeplans. Ensure all documents are appropriately personalised, accurate and comply with Pinnacle standards
Preparing Voyant reports. Inputting the client's information in order to create a base plan, create 'what if' scenarios and generate reports
New business case submissions via Lifeplan and CFR's
Preparing Analytics reports. Locating funds and prepopulating client portfolios, producing fund and performance analysis
Meeting pack preparation for existing and potential client meetings
Submitting fund switches and obtaining product valuations
Confirming receipt of client's funds and informing the client
Using all systems effectively to support your daily tasks
Any ad hoc requests the Partner may want you to undertake

Requirements to be successful

Positive approach
Strong attention to detail and accuracy of reporting is a necessity for this role
Highly motivated, with a great work ethic
Excellent communication skills
Ability to work under pressure and meet deadlines
Committed to delivering firstclass client service
Extremely organised with the ability to multitask
Resilient personality
Effective Team player
Accountable for own actions
Discrete and professional in all communication
Strong emotional intelligence
Adaptable and flexible
Willingness to challenge in a constructive and nonconfrontational manner. Example, using influencing behaviours with SJP admin centres and Pinnacle Business Processing team
Selfmotivated and willing to work at times in isolation and as part of a wider team