Item description
Pinnacle Wealth Management are looking for an ambitious candidate for a great opportunity.

The Company:


Pinnacle Wealth Management is a private, independent investment management company. Our investment professionals provide a wide range of wealth management strategies for individuals and institutions. We devise a bespoke investment plan for each of our clients and, thereafter, monitor and proactively manage it within an efficient tax structure. This is the very core of our service and our expertise.

We have a solid history and respected reputation for managing the diverse needs of high net worth individuals world wide. With over $600 Billion US Dollars under management and administration we pride ourselves in offering the highest calibre of Service, Security, Confidentiality and completely Independant Advice to our clients.

The Role:

As a Client Co-ordinator, your responsibilities are:

1. Developing and generating client leads over the phone and through networking
2. Promoting the company's services
3. Booking appointments with potential clients
4. Closely liaising with Independent Financial Advisers
5. Providing administrative support.

Requirements:

1. New graduate or relevant work experience in cold calling, customer service or sales.
2. Must have excellent spoken English
3. Good networking skills and good people skills
4. Ambitious and resilient with an energetic positive attitude
5. Flexible and assertive

The Opportunity:

We offer:

1. Training will be provided
2. Flexible work enviroment and hours
3. Career progression to the role of a Financial Advisor
4. Excellent performance based earning potential and incentives
5. Chance to earn IFA qualifications

Move to the top with Pinnacle Wealth Management

Apply now by ringing Miss Wilkinson on 99 99 66 32 or e-mail your CV with covering letter to swilkinson@pinnacle-wm.com