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- Tasks: Support the Wealth Planning team with administrative tasks and enhance operational efficiency.
- Company: Join LGT Wealth Management, a trusted name in private banking with a unique culture.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Experience in financial services and strong IT skills required.
- Other info: Embrace a culture of respect, integrity, and entrepreneurship.
The predicted salary is between 36000 - 60000 £ 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 Edinburgh, Jersey, Leeds, Birmingham and Bristol. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values.
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
This role is a key role within the Wealth Planning team given the continued expansion of the regional Wealth Planning offering. This role requires a high level of organisation skills to act as the first point of contact for the regional Wealth Planners in relation to Wealth Planning procedures and administration. The objective of the administration team is to provide a high level of administrative support to the Wealth Planning team.
Key Responsibilities:
- To work alongside the Interim Head of Administration and Operations (HOAO) to manage and coordinate regional administration and drive efficiencies.
- To work with the Regional Head of Wealth Planning (RHWP) to ensure effective servicing and delivery of the regional Wealth Planning proposition.
- To propose and implement any necessary changes to improve the regional administrative processes and overall efficiency.
- Providing administrative assistance to the regional Wealth Planners in the seamless servicing of the Wealth Planning client base.
- To issue and follow up on information requests to pension providers and life/investment companies.
- To submit and process new business, adhering to compliance requirements and internal processes.
- To process SIPP contributions, transfers, withdrawals, as well as gaining an understanding of bonds (onshore and offshore).
- Using Figaro to produce validations, monitor transaction activity and reconcile client data.
- To manage the ongoing client review process for the regional Wealth Planners.
- To maintain the Intelligent Office database including supervisor access, fund updates, template creation.
- Ensure the regional administration team is working effectively with other wealth planning units.
- To ensure that the regional Wealth Planners are adhering to Wealth Planning policies and procedures.
- To work alongside the Interim HOAO with ensuring appropriate quality of file checks for the regional Wealth Planners.
- This role may over time directly line manage regional administrators.
Your profile Key Skills and Technical Requirements:
- Prior experience of financial services products and procedures obtained working in another private client environment/IFA practice.
- Adept at keeping up to date with legislative changes within the industry which may impact on administrative procedures and processes.
- Proficient IT skills and competent in the use of the Microsoft suite, including but not limited to Microsoft Office, Excel, Word, Teams and OneNote.
- Detailed knowledge and proficiency of Voyant and Finametrica.
Other Skills and Attributes:
- Broad knowledge of wealth planning product/service providers and their administrative procedures is essential to the role.
- Excellent attention to detail.
- The ability to apply critical thinking, initiative and prioritise workload.
- Professional telephone manner and confident when speaking to clients and colleagues.
- Strong numerical literacy and excellent verbal and written communication skills.
Interested in the role? Complete the online application. We look forward to getting to know you.
Senior Regional Administration Assistant employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Regional Administration Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at LGT Wealth Management. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching LGT’s values and mission. Show us how your skills align with their client-first approach and how you can contribute to their bespoke service. Tailor your responses to reflect their culture!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and colleagues, being articulate and confident is key. Consider mock interviews or practice sessions with friends to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at LGT Wealth Management.
We think you need these skills to ace Senior Regional Administration Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Regional Administration Assistant role. Highlight relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our Wealth Planning team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our mission at LGT Wealth Management. Remember, we love a personal touch, so let your personality come through!
Showcase Your Skills: Don’t forget to highlight your IT skills and familiarity with tools like Microsoft Office and Voyant. We’re looking for someone who can hit the ground running, so make sure we know you’ve got the technical chops to support our Wealth Planners effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at LGT Wealth Management!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Stuff
Make sure you brush up on financial services products and procedures. Familiarise yourself with the specific offerings of LGT Wealth Management, especially in wealth planning. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Organisational Skills
As a Senior Regional Administration Assistant, organisation is key. Prepare examples from your past experiences where you've successfully managed multiple tasks or improved processes. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Communicate Confidently
Practice your verbal and written communication skills. You’ll need to convey information clearly and professionally, especially when dealing with clients and colleagues. Consider doing mock interviews to refine your delivery and ensure you come across as confident and articulate.
✨Embrace the Company Culture
Familiarise yourself with LGT's core values: belonging, respect, integrity, conviction, and entrepreneurship. Be ready to discuss how your personal values align with theirs. This will help you connect with the interviewers and show that you’re a good fit for their team.
