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 <...