Administrative Assistant - 12 month FTC London
Business Unit:
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:
Technical Requirements:
- Similar experience in an Administration role
- It is expected that technical knowledge of Financial Services products and the Planning landscape have accumulated from previous roles or prior experience and that technical knowledge continues to be maintained
- 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
