Senior Investment Assistant in Leeds

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 aim was to offer a fresh approach to wealth management. 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.

As a Senior Investment Assistant, you will serve as a pivotal member of the support team, providing expert general and administrative assistance to our Investment Managers to ensure the highest standard of client service. In addition to managing complex client-related, administrative, and organisational tasks, you will act as a key point of contact for internal and external stakeholders, oversee the quality of services delivered by the team, and mentor junior colleagues.

You will take ownership for account openings and regulatory compliance whilst actively contributing to cross-team initiatives and process improvements, and represent the admin team in firm-wide projects and committees. Your experience and leadership will be essential in resolving escalated queries, driving operational excellence, and ensuring continued adherence to best practices and industry standards.

• Act as the main point of contact for administrative queries, both internally and externally, related to the team’s clients.
• Maintain a thorough understanding of the clients managed by the team to provide high-quality administrative services.
• Provide accurate and timely support with trading requirements, consistently meeting cut-off times and ensuring all actions align with client objectives.
• Oversee the quality and quantity of administrative services provided to clients on behalf of the team.
• Act as the team’s account opening specialist, ensuring all account opening processes are executed with precision, efficiency, and in full compliance with regulatory and internal standards.
• Delegate day-to-day responsibilities amongst the investment support team, providing guidance on work allocation, output, and professional development.
• Escalate where required to the Team Support Manager, to ensure continuity and the smooth execution of daily operations.
• Build and maintain strong collaborative relationships with colleagues in other departments.
• Serve as a reference point for resolving internal queries related to administrative processes and client matters.
• Actively participate in the FO Assistant Forum, contributing ideas and process improvements.
• Assist with the firm-wide implementation of projects or systems related to the support function.
• Ensure all administrative processes comply with regulatory requirements and internal policies.
• Take on more complex work to establish yourself as a technical expert within the team.

This role is open to those who have previously worked in a Front Office environment in a similar role. You should take initiative for your own work but also work well as part of a team. Accuracy and attention to detail are essential, along with strong communication skills, flexibility, and a positive, collaborative mindset.

Good working knowledge of the Microsoft Office suite of products, particularly Outlook, Excel and Word, is required. Understanding of front office systems is desirable.

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.