LGT Wealth Management UK LLP is seeking a detail-oriented analyst to support the IPS review process. You will maintain an Excel tracker, coordinate with colleagues across investment and client-facing teams, and ensure client IPSs are prepared, reviewed, and uploaded accurately in our systems.
The role focuses on managing deadlines, recording documentation, and ensuring transparency in client records and approvals.
#J-18808-Ljbffr
IPS Coordinator: Client Records & Wealth Strategy Support employer: LGT Group
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 emphasis on personal development and a culture that fosters respect and integrity, employees are encouraged to grow their skills and contribute ideas that drive the business forward. Joining our team means being part of a prestigious organisation backed by the Princely Family of Liechtenstein, with access to a wealth of resources and opportunities for career advancement.
