Junior Fee Analyst, Wealth Management Operations

Junior Fee Analyst, Wealth Management Operations

Full-Time 25650 - 31350 Β£ / year (est.) On-site
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At a Glance

  • Tasks: Support fee processing and ensure data accuracy in Wealth Management.
  • Company: LGT Wealth Management UK LLP, a leading firm in Edinburgh.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Opportunity for growth in a reputable financial institution.
  • Why this job: Join a dynamic team and make an impact in Wealth Management operations.
  • Qualifications: Strong numeracy, Excel skills, and experience in data entry.

The predicted salary is between 25650 - 31350 Β£ per year.

LGT Wealth Management UK LLP, with a presence in Edinburgh, is seeking a Senior Fee Analyst to support end-to-end fee processing and data accuracy.

You will work with the Senior Fee Analyst to manage quarterly fee processes, data amendments, and ad-hoc client fees within established SOPs.

The role requires strong numeracy, Excel and MS Office skills, and experience in Wealth Management data entry/maintenance.

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Junior Fee Analyst, Wealth Management Operations employer: LGT Crestone Wealth Management 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 growth, we provide ample opportunities for professional development and encourage a culture of respect, integrity, and entrepreneurship. Join us to be part of a prestigious firm that prioritises your career while managing over Β£30 billion in assets, ensuring you contribute to meaningful outcomes in wealth management.

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Contact Details:

LGT Crestone Wealth Management Limited Recruitment Team

We think you need these skills to ace Junior Fee Analyst, Wealth Management Operations

Numeracy
Excel
MS Office
Data Entry
Data Maintenance
Wealth Management Experience
Attention to Detail