At a Glance
- Tasks: Provide top-notch admin support to the Wealth Planning team and manage client records.
- Company: Join LGT Wealth Management, a leading firm with a fresh approach to wealth management.
- Benefits: Gain valuable experience in finance, competitive salary, and a supportive work environment.
- Other info: Opportunity for growth in a respected company with strong core values.
- Why this job: Be part of a dynamic team that values innovation and client-first service.
- Qualifications: Experience in administration and knowledge of financial services 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 aim is to offer a fresh approach to wealth management. 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
- Technical knowledge of Financial Services products and the Planning landscape
- 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 in London 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 commitment to employee development, we provide ample opportunities for growth and learning within the financial services sector, all while fostering a culture of respect, integrity, and collaboration. Join us to be part of a prestigious firm that prioritises long-term value creation and supports your professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Administrative Assistant - 12 month FTC in London
✨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, and who knows? They might just have the inside scoop on openings at LGT Wealth Management or similar firms.
✨Tip Number 2
Prepare for those interviews! Research LGT Wealth Management's values and mission. Think about how your skills align with their focus on bespoke financial planning and client-first service. Practise answering common interview questions and be ready to showcase your attention to detail and organisational skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your enthusiasm and fit for the role. It shows you’re proactive and genuinely interested in joining their team.
✨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 serious about wanting to be part of the LGT Wealth Management family. So, get that application in!
We think you need these skills to ace Administrative Assistant - 12 month FTC in London
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 in financial services and administration.
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 IT Skills:Since proficiency in Microsoft Office and other software is key, don’t forget to mention any relevant IT skills you have. If you've used tools like Intelligent Office or Figaro, make sure to highlight that!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
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 ISAs, LOAs, and pensions, as these are crucial for the role. Being able to discuss these confidently will show that you're serious about the position.
✨Show Off Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This could be anything from maintaining a busy diary to managing client records efficiently.
✨Practice Your Communication
You'll need a professional telephone manner and strong verbal and written communication skills. Consider doing mock interviews with a friend or family member to practice articulating your thoughts clearly and confidently.
✨Get Familiar with the Tools
If you have experience with Microsoft Office, especially Excel and Word, make sure to highlight that. If you know any specific tools mentioned in the job description, like Intelligent Office or Figaro, do a bit of research so you can speak about them intelligently during the interview.
