Wealth Planning Admin Assistant – 12 Month FTC (London)

Wealth Planning Admin Assistant – 12 Month FTC (London)

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
LGT Group

At a Glance

  • Tasks: Provide top-notch admin support to the Wealth Planning team and manage client records.
  • Company: Join LGT Group, a leading financial services firm in the heart of London.
  • Benefits: Gain valuable experience in finance with a competitive salary and vibrant work environment.
  • Other info: Enjoy a 12-month contract in a lively Greater London setting.
  • Why this job: Be part of a dynamic team and make a real difference in wealth planning.
  • Qualifications: Attention to detail, strong communication skills, and prior financial services experience required.

The predicted salary is between 30000 - 40000 £ per year.

LGT Group is seeking an Administrative Assistant in London for a 12-month FTC role. The successful candidate will provide high-level administrative support to the Wealth Planning team, maintaining client records and collaborating with colleagues.

A strong attention to detail, excellent communication skills, and prior experience in financial services administration are essential. The role involves liaising with clients, processing new business, and managing data accurately.

This position is located in the vibrant Greater London area.

Wealth Planning Admin Assistant – 12 Month FTC (London) employer: LGT Group

LGT Group is an exceptional employer, offering a dynamic work environment in the heart of London where employees are valued and encouraged to grow. With a strong focus on professional development, our team enjoys comprehensive training opportunities and a collaborative culture that fosters innovation and excellence in financial services. Join us to be part of a supportive community that prioritises employee well-being and career advancement.

LGT Group

Contact Details:

LGT Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Planning Admin Assistant – 12 Month FTC (London)

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities at LGT Group or similar companies.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of wealth planning and client management. We recommend researching common interview questions for administrative roles in finance, so you can showcase your attention to detail and communication skills.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.

Tip Number 4

Apply through our website! We make it super easy for you to submit your application directly, and it helps us keep track of all candidates. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Wealth Planning Admin Assistant – 12 Month FTC (London)

Administrative Support
Attention to Detail
Communication Skills
Financial Services Administration
Client Liaison
Data Management
Collaboration

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your attention to detail and communication prowess!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the Wealth Planning Admin Assistant role and how you can contribute to our team. Keep it concise but impactful!

Showcase Relevant Experience:When filling out your application, emphasise any previous roles where you’ve managed client records or processed new business. We love seeing candidates who have hands-on experience that relates directly to what we do.

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive 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

Before the interview, make sure you understand the basics of wealth planning and financial services. Brush up on key terms and processes that are relevant to the role. This will not only show your interest but also help you answer questions confidently.

Showcase Your Attention to Detail

Since this role requires a strong attention to detail, prepare examples from your past experience where you demonstrated this skill. Whether it’s managing client records or processing data, having specific instances ready will impress the interviewers.

Practice Your Communication Skills

As you'll be liaising with clients and colleagues, effective communication is key. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with speaking about your experiences.

Ask Insightful Questions

At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for managing client records, or how success is measured in this role. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.