Wealth Management Assistant (Fixed Term)

1 Days Old

Location: Canary Wharf (Hybrid)
Type: Fixed Term, Full-Time
About Pinnacle Wealth
Pinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management.
Since then, Pinnacle has grown to be a highly successful UK wealth advisory firm. Our advisers continue to help thousands of people and businesses to achieve the goals that are most important to them in life.
Main Purpose of Job
The main purpose of this role is to provide comprehensive business, organisational and administrative support to an Adviser/s within Pinnacle Wealth Management as part of the central Assistant Support Unit (ASU).
The role has elements of business administration as well as elements of a Personal Assistant role.
The ideal candidate will need to be excellent at managing numerous tasks in our fast-paced environment, 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 ema...
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Location:
London
Job Type:
FullTime
Category:
Management & Consultancy

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