At a Glance
- Tasks: Support the MPS team in delivering tailored portfolio solutions and managing platform administration.
- Company: Join LGT Wealth Management, a leading firm with a fresh approach to wealth management.
- Benefits: Competitive salary, professional development, and a supportive team 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 impact in the wealth management sector.
- Qualifications: Highly organised, detail-oriented, and proficient in Excel and Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT. Our head office is based in London, with a presence in 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 Model Portfolio Service (MPS) team forms part of the firm’s IFA Portfolio Management function and is responsible for delivering investment services to financial advice firms. This role will work closely with the Bespoke MPS team, supporting the delivery of tailored portfolio solutions.
Brief Role Objective:The role is responsible for supporting the model portfolio team with the efficient delivery and ongoing administration of tasks including but not limited to maintaining model portfolios across external custodian platforms. It serves as a primary liaison for external providers and internal stakeholders, being involved with tasks such as accurate platform setup, timely asset implementation, effective query management, and reliable reporting.
Key Responsibilities:- Respond to client, adviser, and internal non-investment-related queries regarding model portfolios.
- Assist the Bespoke MPS team with tasks such as the preparation of investment committee packs.
- Manage platform administration such as access for IFAs, ensuring permissions are set up accurately.
- Process changes to IFA fee arrangements on platform.
- Provide the sales team with updates on the progress and timeliness of platform asset uploads.
- Liaise effectively with external third parties such as custodians and providers.
- Monitor empty models on platform and ensure they are closed appropriately.
- Work closely with the Business Development team to provide data such as platform and fund management information.
- Assist with tasks such as running portfolios through external risk profiling tools.
- Oversee the team planner to ensure regular tasks are picked up by the team in a timely manner.
- Highly organised
- Attention to detail
- Takes initiative for their own work, but also works well as part of a team.
- Acts at all times in a professional manner.
- Deals with all matters promptly, professionally and accurately without being reminded.
- Conducts role in accordance with LGT’s procedures and compliance requirements.
- Maintain proficiency in the use of internal and external systems and information feeds.
- Ability to work with data and spreadsheets; good Excel proficiency required.
- Good working knowledge of the Microsoft Office suite of products.
We are looking forward to receiving your online application. For any further information please do not hesitate to contact us.
MPS Administrator in London employer: LGT Bank
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment that prioritises client-centric values and fosters a culture of respect, integrity, and entrepreneurship. With a commitment to employee growth and development, staff have access to tailored training opportunities and the chance to contribute innovative ideas that shape the future of wealth management. Located in London, with a presence across the UK, employees benefit from a collaborative atmosphere and the prestige of being part of a firm backed by the Princely Family of Liechtenstein, making it a truly rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land MPS Administrator in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with current employees at LGT Wealth Management. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. LGT emphasises integrity and entrepreneurship, so think about how your experiences align with these principles and be ready to share them.
✨Tip Number 3
Showcase your organisational skills! As an MPS Administrator, being detail-oriented is key. Bring examples of how you’ve managed tasks efficiently in the past to the table during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at LGT.
We think you need these skills to ace MPS Administrator in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight how your skills and experiences align with the MPS Administrator role. We want to see how you can contribute to our mission of providing a bespoke service to clients.
Showcase Your Organisational Skills:Since this role requires a high level of organisation, don’t forget to mention any relevant experiences that demonstrate your ability to manage tasks efficiently. We love seeing examples of how you’ve kept things running smoothly in previous roles!
Be Professional and Personable:While we appreciate a friendly tone, remember to maintain professionalism in your written application. Show us your personality, but also your commitment to acting in accordance with our core values of integrity and respect.
Apply Through Our Website:We encourage you to submit your application through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at LGT Bank
✨Know Your Stuff
Before the interview, make sure you understand the role of an MPS Administrator and the specific responsibilities outlined in the job description. Familiarise yourself with LGT Wealth Management's approach to wealth management and their core values. This will help you demonstrate your genuine interest in the company and the position.
✨Showcase Your Organisational Skills
As this role requires a high level of organisation and attention to detail, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure timely delivery, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle queries from clients and advisers. Think of scenarios where you've had to manage difficult situations or provide solutions under pressure. Practising these responses will help you feel more confident during the interview.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the team dynamics, the tools they use for portfolio management, or how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.
