Wealth Management Administrator

Main Purpose of Job 

The main purpose of this role is to provide administrative support to Advisers within Pinnacle Wealth Management as part of the central Assistant Support Unit (ASU).

The ideal candidate will need to be excellent at managing numerous tasks at any one time, prioritising these and maintaining attention to detail.

Starting Salary of £26,000 Per Annum

Location: Canary Wharf (Hybrid)

Key Responsibilities of the Job 

This is an entry level Administration role, the initial tasks you will be responsible for will relate to our New Business process.

Types of tasks will include but are not limited to:

·      Processing Business Submission requests:

·      Completing Fact Find and Client Needs CFR’s

·      Creating Advice Records

·      Creating illustrations

·      Submitting cases to the Paraplanning and Compliance Team

This opportunity offers the potential to progress within the company, working towards the role of Wealth Management Assistant. As your experience and capabilities develop, additional responsibilities will be introduced in line with our Assistant Development Framework.

Requirements of the Job (including Interpersonal)

·      Strong attention to detail and accuracy of reporting is a necessity for this role

·      Extremely organised with the ability to multi-task

·      Has a positive approach

·      Highly motivated, with a great work ethic

·      Excellent communication skills

·      Ability to work under pressure and meet deadlines

·      Resilient

·      Effective team player

·      Accountable for own actions

·      Discrete and professional in all communication

·      Emotional intelligence

·      Adaptable and flexible

·      Self-motivated and willing to work at times in isolation and as part of a wider team

People Management Responsibilities 

No direct management responsibilities but there is a need to build strong relationships across the business and at all levels.