Wealth Management Assistant | Elite Client Service & Admin

Pinnacle Wealth Management LLP is seeking a proactive Wealth Management Assistant to provide comprehensive business, organisational and administrative support to advisers in a fast-paced environment.

You will manage diaries, client communications and Salesforce records, while preparing Lifeplans, CFRs and analytics reports for high-net-worth clients. The role requires meticulous attention to detail, discretion and strong teamwork in London and surrounding areas.

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