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
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values, like integrity and entrepreneurship, so you can show how you fit right in. Practice common interview questions to boost your confidence.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at LGT Wealth Management.
We think you need these skills to ace Administrative Assistant - 12 month FTC in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Administrative Assistant role. Highlight relevant experience and skills that match the job description, especially your administrative skills and any financial services knowledge.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Wealth Planning team. Mention specific experiences that demonstrate your attention to detail and organisational skills.
Showcase Your IT Skills:Since the role requires proficiency in Microsoft Office and other software, make sure to mention your IT skills clearly. If you have experience with tools like Intelligent Office or similar, don’t forget to include that!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role!
How to prepare for a job interview at LGT Bank
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services products and the planning landscape. Familiarise yourself with terms like ISAs, LOAs, and pensions, as these will likely come up during the interview.
✨Show Off Your Organisational Skills
Since the role involves a lot of administrative tasks, be ready to discuss how you manage your time and prioritise your workload. Have examples ready that demonstrate your attention to detail and ability to juggle multiple tasks.
✨Practice Your Communication
You'll need to communicate effectively with clients and colleagues, so practice articulating your thoughts clearly. Consider doing mock interviews or speaking with friends to build your confidence in both verbal and written communication.
✨Be Ready for Scenario Questions
Prepare for questions that ask how you would handle specific situations, such as dealing with a difficult client or managing tight deadlines. Think about past experiences where you've demonstrated critical thinking and initiative, and be ready to share those stories.
