At a Glance
- Tasks: Support the MPS team in delivering tailored portfolio solutions and managing platform administration.
- Company: Join a leading investment services firm with a focus on innovation and collaboration.
- Benefits: Enjoy competitive pay, professional development, and a supportive team environment.
- Other info: Great opportunity for career growth in a fast-paced, evolving industry.
- Why this job: Be part of a dynamic team making a real impact in financial advice services.
- Qualifications: Strong organisational skills, Excel proficiency, and a collaborative mindset are essential.
The predicted salary is between 30000 - 40000 £ per year.
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, working closely in partnership with the Business Development team and the wider Portfolio Management function to provide a high-quality service to advisers and clients.
Brief Role Objective
The role is responsible for supporting the model portfolio team with the efficient delivery and ongoing administration of tasks including but not limited to 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, while contributing to other processes and committee support materials. As with many roles, the responsibilities will likely evolve over time as business dictates.
Key Responsibilities
- Respond to client, adviser, and internal non-investment-related queries regarding model portfolios, particularly those relating to the Bespoke MPS team.
- Assist the Bespoke MPS team with tasks such as the preparation of investment committee packs, helping deliver them to advisers in a timely manner.
- Manage platform administration such as access for IFAs, ensuring permissions are set up accurately and acting as the primary contact for platform custodians.
- Process changes to IFA fee arrangements on platform, ensuring updates are completed correctly and communicated where required.
- Provide the sales team with updates such as on the progress and timeliness of platform asset uploads.
- Liaise effectively with external third parties such as custodians and providers to obtain information required by clients and their advisers.
- 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, including extracting and compiling management information such as adviser assets under management and total asset investments, to support understanding of adviser asset allocation trends and proposition profitability.
- Assist with tasks such as running portfolios through external risk profiling tools for the internal monthly risk committee meeting.
- 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 without being reminded.
- Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
- Readily assists the team and the Firm in achieving its objectives.
- Undertakes other tasks or specific project work as and when requested by the Investment Managers.
- Makes effective use of time in order 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 and information feeds such as external platforms or FE analytics.
- 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 Vestra LLP
As a member of the Model Portfolio Service (MPS) team, you will thrive in a dynamic and supportive work environment that prioritises collaboration and professional growth. Our commitment to delivering high-quality investment services is matched by our dedication to employee development, offering opportunities for skill enhancement and career progression. Located in a vibrant area, we foster a culture of innovation and teamwork, ensuring that every team member feels valued and empowered to contribute meaningfully to our clients' success.
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, especially those connected to the MPS team. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research the company and its model portfolio services. Being able to discuss how you can contribute to their goals will make you stand out.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed tasks efficiently in the past. This role is all about keeping things running smoothly, so let them know you’ve got it covered.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, we love seeing candidates who take initiative!
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 your experience with model portfolios and administration tasks. We want to see how your skills align with the MPS team's needs, so don’t hold back on showcasing relevant examples!
Showcase Your Organisational Skills:Since being highly organised is key for this role, give us a glimpse of how you manage your time and tasks. Share specific instances where your organisational skills made a difference in your previous roles.
Be Professional and Prompt:We value professionalism and promptness, so make sure your application reflects that. Double-check for any typos or errors, and submit your application through our website without delay to show us you mean business!
Highlight Teamwork and Initiative:This role involves working closely with various teams, so let us know about your teamwork experiences. Share examples where you took the initiative to support your team or improve processes, as we love proactive candidates!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Model Portfolios
Before the interview, make sure you have a solid understanding of model portfolios and how they function within the financial advice sector. Familiarise yourself with the Bespoke MPS team’s role and be ready to discuss how you can contribute to their objectives.
✨Showcase Your Organisational Skills
As an MPS Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Prepare for Query Management Scenarios
Expect questions about how you would handle client and adviser queries. Think of specific instances where you resolved issues effectively, showcasing your communication skills and professionalism. This will highlight your readiness to act as a liaison between stakeholders.
✨Excel Proficiency is a Must
Since good Excel skills are essential for this role, brush up on your spreadsheet abilities. Be prepared to discuss how you've used Excel in previous roles, whether for data analysis, reporting, or managing information. You might even want to practice some common functions or formulas!
