LGT Wealth Management UK LLP in Leeds is seeking an Investment Assistant to support account openings, client reporting and portfolio administration. You will work with advisers to ensure documentation is accurate and timely, maintain client records and assist with trading activities under supervision.
The role requires strong attention to detail, clear communication, and the ability to prioritise tasks to meet deadlines. A proactive team player who adheres to procedures will thrive.
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Investment Assistant: Client-Focused Wealth Support in Leeds employer: LGT Vestra LLP
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets finance. Our collaborative culture fosters professional growth through continuous learning opportunities and exposure to cutting-edge financial applications. Employees enjoy a supportive atmosphere that values work-life balance, making it an ideal place for those seeking meaningful and rewarding careers in IT application support.
