At a Glance
- Tasks: Provide top-notch admin support to the Wealth Planning team and manage client records.
- Company: Join a leading financial services firm with a focus on teamwork and innovation.
- Benefits: 12-month contract, competitive salary, and opportunities for professional growth.
- Other info: Fast-paced environment with potential for career advancement.
- Why this job: Gain valuable experience in finance while supporting a dynamic team and making a difference.
- Qualifications: Previous admin experience and knowledge of financial services products preferred.
The predicted salary is between 24000 - 28000 £ per year.
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
Key Skills and Technical Requirements
- Similar experience in an Administration role
- Technical knowledge of Financial Services products and the Planning landscape, accumulated from previous roles and continuously maintained
- Previous experience working with ISA’s, LOA’s and Pensions
- Excellent attention to detail
- Ability to apply critical thinking, initiative and to prioritise workload
- Self‑motivation with good organisational skills
- Professional telephone manner and confidence when speaking to clients and colleagues
- Strong numerical literacy, and excellent verbal and written communication skills
- Good time management skills
- Proficient IT skills and competency across the Microsoft suite, including Microsoft Office, Excel, Word, Teams and One Note
- Previous experience of Voyant, Finametrica and Intelliflo would be advantageous
Administrative Assistant - 12 month FTC employer: LGT Wealth Management UK LLP
As an Administrative Assistant within our Wealth Planning team, you will thrive in a supportive and collaborative work environment that values your contributions and encourages professional growth. Our commitment to employee development is matched by our competitive benefits package and a culture that prioritises work-life balance, making this an ideal place for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
LGT Wealth Management UK LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrative Assistant - 12 month FTC
✨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 lookout for an Administrative Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for administrative roles and practice your responses. Make sure to highlight your attention to detail and organisational skills, as these are key in the Wealth Planning team.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with tools like Intelligent Office and Microsoft Office Suite. If you can demonstrate your proficiency during interviews, it’ll give you a leg up over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from motivated candidates. Plus, it shows you’re genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Administrative Assistant - 12 month FTC
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role! Highlight your experience in administration and any relevant financial services knowledge. We want to see how your skills match up with what we're looking for.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Wealth Planning team. Share specific examples of your past experiences that relate to the responsibilities listed in the job description.
Show Off Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you can do that!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at LGT Wealth Management UK LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services products and the planning landscape. Familiarise yourself with ISAs, LOAs, and pensions, as these are key areas for the role. Being able to discuss these confidently will show that you're serious about the position.
✨Showcase Your Organisational Skills
Since the role involves managing client data and maintaining a daily activity diary, be prepared to share examples of how you've successfully organised tasks in previous roles. Highlight any tools or methods you use to stay on top of your workload.
✨Practice Your Communication
You'll need a professional telephone manner and strong verbal and written communication skills. Consider doing mock interviews or role-playing scenarios where you have to explain complex information clearly. This will help you feel more confident during the actual interview.
✨Demonstrate Teamwork
The job requires collaboration with various teams, so be ready to discuss how you've worked effectively with others in the past. Share specific examples of how you contributed to team success and how you handle challenges when working with colleagues.
