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 leading firm backed by the Princely Family of Liechtenstein.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work environment.
- Other info: Great opportunity for career growth in a respected company with strong values.
- Why this job: Be part of a dynamic team making a real difference in wealth management.
- Qualifications: Experience in administration and knowledge of financial services 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, Bristol, and Manchester. Our mission is to create long-term value for all stakeholders, and our culture encourages individuals to generate, develop, and implement ideas which will strengthen our business. Our core values are belonging, respect, integrity, conviction, and entrepreneurship.
The Wealth Planning team is responsible for providing comprehensive financial planning advice to individuals, companies, partnerships, and trusts. We work with our clients to create bespoke financial plans, considering the whole of the market to find the best financial planning solutions. We are involved in a broad range of activities including:
- Cash flow analysis
- Psychometric risk profiling
- Retirement planning
- Pension aggregation
- Income tax planning
- Inheritance tax planning
- Business planning
- Protection for death
- 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
- Working collaboratively with colleagues in the LGT Investment Management Teams to process new business quickly and accurately
- Liaising with clients on the telephone, via email, and attending client meetings if required
- Submitting and processing new business, adhering to compliance requirements and internal processes
- Processing SIPP contributions, transfers, withdrawals, and managing 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, and template creation
- General administration tasks including logging and distributing post, scanning, printing, and archiving
Requirements
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
- Excellent attention to detail
- The ability to apply critical thinking, initiative, and 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
- Good time management skills
- Proficient IT skills across the Microsoft suite, including Microsoft Office, Excel, Word, Teams, and One Note
- Previous experience of Voyant, Finametrica, and Intelliflo would be advantageous
We are looking forward to receiving your online application. For any further information please do not hesitate to contact us.
Administrative Assistant - 12 month FTC in London employer: LGT Bank
LGT Wealth Management UK LLP is an exceptional employer that prioritises a supportive and collaborative work culture, fostering innovation and personal growth. With a commitment to transparency and client-centric service, employees benefit from comprehensive training and development opportunities, alongside a competitive benefits package. Located in the vibrant city of London, our team enjoys a dynamic environment that encourages professional advancement while upholding our core values of integrity and respect.
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 🫡
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Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at LGT Bank. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
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How to prepare for a job interview at LGT Bank
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with LGT Bank.
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