REQUIREMENTS OF THE JOB (INCLUDING INTERPERSONAL)

• Previous experience working in an administrative role
• 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
• Committed to delivering first-class client service
• Resilient
• Effective team player
• Accountable for own actions
• Discrete and professional in all communication
• Emotional intelligence
• Adaptable and flexible
• Willingness to challenge in a constructive and non-confrontational manner. Example, using influencing behaviours with SJP admin centres and Pinnacle Business Processing team
• Self-motivated and willing to work at times in isolation and as part of a wider team

JOB KNOWLEDGE

• Complete all training provided. Complete all SJP product exams for each tax year.
  Job Types: Full-time, Permanent
  Pay: £29,000.00-£30,000.00 per year

Additional pay:

• Yearly bonus

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Enhanced maternity leave
• Enhanced paternity leave
• Life insurance
• Paid volunteer time
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Work authorisation:

• United Kingdom (preferred)

Work Location: Hybrid remote in London E14 5N

MAIN PURPOSE OF JOB

The main purpose of this role is to provide comprehensive 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 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 LOA’s
• Complete CYC’s and CFR’s
• Prepare Transfer packs
• Prepare Lifeplans, ensuring all documents are appropriately personalised, accurate and comply with Pinnacle standards
• Prepare Voyant reports, inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports
• Prepare Analytics reports, locating funds and pre-populating client portfolios, producing fund and performance analysis
• New business case submissions via Lifeplan and CFR’s
• Prepare meeting packs for existing and potential client meetings
• Manage client actions using tasks
• Submit fund switches and obtain product valuations
• Confirm receipt of client’s funds and inform the client accordingly
• Use all SJP systems effectively to support your daily tasks
• Any other ad hoc requests that your manager or advisor/s may need you to undertake.

PEOPLE MANAGEMENT RESPONSIBILITIES

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