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

Pinnacle Wealth Management
Pinnacle Wealth Management
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Key Responsibilities of the Job

  • Meeting preparation
  • Produce cash flow models and reports
  • New business case submission
  • Managing client actions using the task system
  • Typing up client meeting notes and setting the appropriate tasks for yourself/ Adviser
  • Sending and chasing letters of authority
  • Transfer business case submissions
  • Preparing advice documentation. Ensuring all documents are appropriately personalised, accurate and comply with our organisation standards

Requirements to be successful at the Job

  • Highly motivated, with a great work ethic
  • Excellent communication skills
  • Ability to work under pressure and meet deadlines
  • Committed to delivering firstclass service
  • Extremely organised with the ability to multitask whilst maintaining strong attention to detail
  • Resilient personality
  • 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
  • Selfmotivated and willing to work at times in isolation and as part of a wider team

Salary:
£27,500.00-£30,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Work from home

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Work Location:
In person
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