At a Glance
- Tasks: Provide top-notch admin support to our Wealth Planning team and help clients achieve their financial goals.
- Company: Join LGT Wealth Management, a forward-thinking firm owned by the Princely Family of Liechtenstein.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic workplace with opportunities for growth and learning in the finance sector.
- Why this job: Be part of a team that values innovation and client-first service in wealth management.
- Qualifications: Experience in administration and knowledge of financial services products is essential.
The predicted salary is between 24000 - 28000 £ per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT. Our aim is to offer a fresh approach to wealth management. We have a presence in London, Edinburgh, Jersey, Leeds, Birmingham and Bristol. Our mission is to create long term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business.
The Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. We work with our clients to create a bespoke financial plan, considering the whole of the market in order to find the best financial planning solutions. We are involved in a broad range of activities including:
- Cash flow analysis
- Psychometric risk profiling
- Pension aggregation
- Income tax planning
- Inheritance tax planning
- Business planning
- Protection for illness
- Savings
- Long term investments
- Offshore and international planning for non domiciled and non resident clients
- Venture Capital Trust, Enterprise Investment Scheme and Business Relief advice
Brief Role Objective: To provide a high level of administrative support to the Wealth Planning team with specific support provided to the Administration Manager, Planners and Paraplanners.
Key Responsibilities:
- Client data input and client record maintenance
- Maintaining a daily activity diary via Intelligent Office
- Issuing and following up on information requests to pension providers and life/investment companies in writing and via telephone
- Working collaboratively with our colleagues in the LGT Investment Management Teams to process new business quickly and accurately
- Liaising with clients on the telephone, via email and if required, attending client meetings
- Submitting and processing new business, adhering to compliance requirements and internal processes
- Processing SIPP contributions, transfers, withdrawals, as well as gaining an understanding of bonds (onshore and offshore), to manage the processing of top ups and withdrawals
- Using Figaro to produce valuations, monitor transaction activity and reconcile client data
- Managing the ongoing client review process for the Wealth Planners
- Arranging stock transfers liaising with internal teams and external companies
- Maintaining the Intelligent Office database including supervisor access, fund updates, template creation
- General administration tasks including logging and distributing post, scanning, printing, archiving
- Fee reconciliation
Your Profile:
Key Skills and Technical Requirements:
- Similar experience in an Administration role
- Technical knowledge of Financial Services products and the Planning landscape
- Previous experience working with ISA's, LOA's and Pensions is required
Other skills, competencies, and attributes:
- Excellent attention to detail
- The ability to apply critical thinking, initiative, and to prioritise workload
- The ability to self-motivate with good organisational skills
- A professional telephone manner and confidence when speaking to clients and colleagues
- Strong numerical literacy, and excellent verbal and written communication skills
- Proficient IT skills and competency across the Microsoft suite, including but not limited to Microsoft Office, Excel, Word, Teams and One Note
- Previous experience of Voyant, Finametrica and Intelliflo would be advantageous
Administrative Assistant - 12 month FTC in London employer: Job Search Place Limited
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and client-centric values thrive. With a strong commitment to employee development, we provide ample opportunities for growth and learning within the wealth management sector, all while fostering a culture of respect, integrity, and entrepreneurship. Join us to be part of a prestigious firm that prioritises long-term value creation and supports your professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Administrative Assistant - 12 month FTC in London
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We think you need these skills to ace Administrative Assistant - 12 month FTC in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
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How to prepare for a job interview at Job Search Place Limited
✨Brush Up on Financial Regulations
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