At a Glance
- Tasks: Support the MPS team with portfolio administration and client queries.
- Company: Join LGT Wealth Management, a leading firm in bespoke wealth solutions.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for growth in a respected firm with a focus on innovation.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Strong organisational skills and proficiency in Excel required.
The predicted salary is between 30000 - 40000 £ per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT. Our aim is to offer a fresh approach to wealth management. We have a presence in London, Edinburgh, Jersey, Leeds, Birmingham, and Bristol. Our mission is to create long-term value for all stakeholders, and our culture encourages individuals to generate, develop, and implement ideas which will strengthen our business.
Business Unit: The Model Portfolio Service (MPS) team forms part of the firm’s IFA Portfolio Management function and is responsible for delivering investment services to financial advice firms. This role will work closely with the Bespoke MPS team, supporting the delivery of tailored portfolio solutions.
Brief Role Objective: The role is responsible for supporting the model portfolio team with the efficient delivery and ongoing administration of tasks including maintaining model portfolios across external custodian platforms. It serves as a primary liaison for external providers and internal stakeholders, being involved with tasks such as accurate platform setup, timely asset implementation, effective query management, and reliable reporting.
Key Responsibilities:
- Respond to client, adviser, and internal non-investment-related queries regarding model portfolios.
- Assist the Bespoke MPS team with tasks such as the preparation of investment committee packs.
- Manage platform administration such as access for IFAs.
- Process changes to IFA fee arrangements on platform.
- Provide the sales team with updates on the progress and timeliness of platform asset uploads.
- Liaise effectively with external third parties such as custodians and providers.
- Monitor empty models on platform and ensure they are closed appropriately.
- Work closely with the Business Development team to provide data such as platform and fund management information.
- Assist with tasks such as running portfolios through external risk profiling tools.
- Oversee the team planner to ensure regular tasks are picked up by the team in a timely manner.
Your profile Key Skills and Technical Requirements:
- Highly organised.
- Takes initiative for their own work, but also works well as part of a team.
- Acts at all times in a professional manner.
- Deals with all matters promptly, professionally and accurately.
- Conducts role in accordance with LGT’s procedures.
- Readily assists the team and the Firm in achieving its objectives.
- Undertakes other tasks or specific project work as requested.
- Makes effective use of time to carry out tasks to the appropriate standard.
- Adheres to all company-wide policies, procedures and compliance requirements.
- Maintain proficiency in the use of internal and external systems.
- Ability to work with data and spreadsheets; good Excel proficiency required.
Other Skills and Attributes:
- Good working knowledge of the Microsoft Office suite of products.
MPS Administrator 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 professional growth, employees are encouraged to develop their skills and contribute ideas that enhance our bespoke wealth management services. Our culture of respect, integrity, and entrepreneurship, combined with competitive benefits and a commitment to long-term value creation, makes us a sought-after workplace for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land MPS Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you show that you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your responses to common interview questions. We all get nervous, so having a few key points ready can help you stay calm and collected when it’s your turn to shine.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace MPS Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills align with the MPS Administrator role. We want to see how you can contribute to our mission of providing a transparent service tailored to clients' needs.
Showcase Your Organisation Skills:Since being highly organised is key for this role, give examples in your application that demonstrate your ability to manage multiple tasks efficiently. We love seeing candidates who take initiative and can juggle responsibilities like a pro!
Highlight Teamwork Experience:We value collaboration, so don’t forget to mention any experiences where you’ve worked well in a team. Share how you’ve contributed to achieving common goals, as this will resonate with our core values of belonging and respect.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at LGT Group
✨Know Your Stuff
Before the interview, make sure you understand the role of an MPS Administrator and the key responsibilities involved. Familiarise yourself with LGT Wealth Management's approach to wealth management and their core values. This will help you demonstrate your genuine interest in the company and how you can contribute.
✨Showcase Your Organisational Skills
As this role requires a high level of organisation, be prepared to discuss specific examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight how you prioritised your workload and ensured timely delivery, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle queries from clients and advisers. Think of scenarios where you had to manage difficult situations or provide solutions under pressure. Practising these responses will help you feel more confident during the interview.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the team dynamics, the tools they use for portfolio management, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your values.
