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WE FOCUS ON THE DELIVERY OF EXEMPLARY CLIENT SERVICE

The individuals and families we support frequently have complex financial arrangements.
As a result our staff to client ratio is high. We take a team approach to the development of financial solutions.

This model is designed to ensure that clients receive the best and most appropriate service and support.

Our approach

We are a privately owned, wholly independent, chartered private wealth management firm. Anyone wanting to join our team not only needs to hold appropriate qualifications and have suitable experience, but must be willing to embrace our team approach.

OUR CORE VALUES

Pinnacle Financial Services & Wealth Management team members work together according to a set of Core Values. These are PRACTI>CL and reflect our commitment to ensuring that clients remain our priority:

PRACTI>CL
CORE VALUES

Living the values

  • P

    PROFESSIONALISM

  • R

    RESPONSIBILITY

  • A

    ADDING VALUE

  • C

    CREATIVITY

  • T

    TEAM ORIENTATED ACTIONS

  • I

    INTEGRITY

  • >CL

    CLIENTS – OUR PRIORITY

Careers

We build in-depth relationships with our clients and understand their life ambitions, challenges and needs. The nature of our highly personal, expert service means that our firm’s growth is facilitated through key relationship referrals and introductions. Our staff stay with us over the long term and that is something our clients appreciate.

We always welcome contact from well qualified individuals looking to take the next step in their career.

Chartered or Certified Financial Planners

Already qualified to level 6, you will be keen to take on additional qualifications in specialist areas, with our support. You should have a successful track record in providing high quality financial planning advice to High Net Worth individuals, businesses and trustees.

Importantly you will want to work within a team of highly qualified people to produce top quality financial planning reports and advice for our clients.

Paraplanners

Paraplanners are an integral part of the Pinnacle Financial Services & Wealth Management team. Supporting our Chartered Financial Planners, you will be responsible for the technical research that underpins our recommendations to clients. Plus the production of engaging financial planning reports.

Qualified to Level 4 with a minimum of two years’ experience, you will have ambitions to progress your professional qualifications, with our support.

Current opportunities

We are known for our strong client relationship focus and have a loyal and friendly
team of highly qualified and professional experts who are all encouraged to meet their full potential.
We currently have two opportunities and welcome applications for the following roles:

If you have first class skills and are looking for an interesting new challenge,
we currently have an opportunity for a Paraplanner and seek an exceptional
candidate to join our highly motivated team.

PARAPLANNER

Find more information here

We would like to hear from experienced Administrators with a background in
financial planning who would relish the opportunity to contribute to the smooth
running of our client support function.

Administrator

Find more information here

How to apply

Applications are welcomed from individuals. No agencies please.
Please contact us by email sending your CV and a covering letter to: info@pfs-wm.com

REVIEW YOUR SITUATION

  • Pinnacle Financial Services & Wealth Management are tailored to meet the needs of High Net Worth individuals and families.

    If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.

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Pinnacle Financial Services & Wealth Management is authorised and regulated by the Financial Conduct Authority.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Trusts or Wills or some forms of tax advice. The value of your Investments can go down as well as up, so you could get back less than you invested.

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