At a Glance
- Tasks: Provide top-notch admin support to our Wealth Planning team and manage client records.
- 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, which is in turn owned by the Princely Family of Liechtenstein. Our head office is based in London; however, we have a presence in 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. Belonging, respect, integrity, conviction and entrepreneurship are our core values.
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. It is expected that technical knowledge of Financial Services products and the Planning landscape have accumulated from previous roles or prior experience and that technical knowledge continues to be maintained. 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 employer: LGT Group
LGT Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and client-centric values thrive. With a strong emphasis on professional development, employees are encouraged to grow their skills and contribute ideas that enhance our bespoke financial services. Our culture of respect, integrity, and entrepreneurship, combined with competitive benefits and a commitment to long-term value creation, makes LGT a rewarding place to build a career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Administrative Assistant - 12 month FTC
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Administrative Assistant role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research LGT Wealth Management and understand their values and services. Tailor your responses to show how your skills align with their mission of providing bespoke financial planning solutions.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on common questions for administrative roles and be ready to showcase your attention to detail and organisational skills.
✨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 Wealth Management.
We think you need these skills to ace Administrative Assistant - 12 month FTC
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 admin 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 our Wealth Planning team. Mention specific experiences that demonstrate your attention to detail and organisational skills.
Showcase Your Communication Skills:Since you'll be liaising with clients and colleagues, it's crucial to showcase your verbal and written communication skills. Make sure your application is clear, concise, and free of errors to reflect your professionalism.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at LGT Group
✨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 in conversation. Showing that you understand the industry will impress your interviewers.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, be prepared to discuss examples from your past work where your meticulousness made a difference. Whether it’s managing client records or processing transactions, highlight how your careful approach has led to successful outcomes.
✨Practice Your Communication Skills
You’ll need a professional telephone manner and strong verbal and written communication skills. Consider doing mock interviews with friends or family to practice articulating your thoughts clearly and confidently. This will help you feel more at ease during the actual interview.
✨Demonstrate Your Organisational Skills
The ability to prioritise workload is crucial for this role. Think of specific instances where you successfully managed multiple tasks or projects. Be ready to share how you stay organised and ensure deadlines are met, as this will show you can handle the demands of the position.
