Pinnacle Consult is expanding, and we are looking for an energetic and highly organised individual to support our growing wealth management team.
This is a dynamic hybrid role combining sales administration, marketing coordination, recruitment support and day-to-day branch operations.
You will work closely with our management team and advisers, helping to ensure that client activities, marketing initiatives, recruitment campaigns and internal operations run smoothly and efficiently.
Key ResponsibilitiesSales & Adviser Support
- Provide administrative and operational support to advisers and management
- Assist with preparation of client materials, presentations, forms and follow-up documents
- Coordinate appointments, meetings and client engagement activities
- Track sales activities, leads, appointments and follow-ups
- Maintain accurate records and assist with reporting
- Support branch campaigns, incentive programmes and adviser initiatives
Marketing Support
- Assist with social media content coordination across platforms such as LinkedIn, Instagram and other digital channels
- Support preparation of marketing materials, event invitations and promotional campaigns
- Coordinate with designers, vendors, photographers or external marketing partners where required
- Help manage marketing calendars and campaign timelines
- Assist with simple content creation, copy preparation and posting schedules
- Support branding and publicity initiatives for Pinnacle Consult
Recruitment & Business Development Support
- Assist with recruitment outreach and candidate coordination
- Schedule interviews, career discussions and recruitment events
- Maintain candidate databases and recruitment pipelines
- Support LinkedIn recruitment campaigns and job postings
- Assist management with follow-up and onboarding of new advisers
Events & Branch Operations
- Support client seminars, recruitment events, team gatherings and internal meetings
- Coordinate logistics, attendance lists, venues, materials and vendors
- Assist with general office administration and branch coordination
- Provide ad hoc support to management on business and operational matters
What We Are Looking For
We are looking for someone who is:
- Organised, responsible and detail-oriented
- Comfortable handling multiple tasks simultaneously
- Strong in communication and interpersonal skills
- Proficient in Microsoft Office / Google Workspace
- Familiar with social media platforms
- Willing to learn and take initiative
- Able to work independently while supporting a fast-moving team
- Positive, resourceful and service-oriented
Experience in financial services, sales administration, recruitment, marketing or office operations will be an advantage, but is not essential.
Fresh graduates and candidates with strong administrative or marketing experience are welcome to apply.
Why Join Pinnacle Consult?
Pinnacle Consult is a growing wealth management organisation focused on developing high-performing advisers and delivering quality financial planning solutions to our clients.
You will gain exposure across wealth management, recruitment, marketing, sales operations and business development, while working closely with an experienced leadership team.
For the right candidate, there will be opportunities to grow into broader roles across marketing, recruitment, operations or business development.
If you are energetic, organised and enjoy being at the centre of a fast-growing business, we would love to hear from you.
Apply now for a confidential discussion.