Wealth Management Administrator

Starting salary of £25,500 per annum

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.

Key Responsibilities of the Job

This is an entry level administration role with the initial tasks you will be responsible for, relating to our Pension Transfer process. The types of tasks will include but are not limited to:

• Send and chase LoA information
• Use Pi in Pano, obtaining file notes
• Perform initial simple CYC checks to get tentative approval from Adviser and client
• Perform full CYC and complete Adviser Checklist and Salesforce CFR
• Preapproval Transfer - complete and submit to PAC team
• Reply to the CFR amends and BA feedback emails

As your experience and capabilities develop, additional responsibilities will be introduced with the opportunity to progress within the company, working towards the role of Wealth Management Assistant.

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.