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 collaboration and growth.
- Benefits: Enjoy a competitive salary, flexible working options, and opportunities for professional development.
- Other info: Great chance to develop your skills in a supportive environment with career advancement.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Experience in administration and knowledge of financial services is a plus.
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 in London employer: LGT Wealth Management UK LLP
As an Administrative Assistant at our Wealth Planning team, you will thrive in a supportive and collaborative environment that values your contributions and fosters 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 in London
✨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. Highlight your attention to detail and organisational skills, as these are key for the position. We want you to shine!
✨Tip Number 3
Showcase your tech skills! Make sure you're comfortable with Microsoft Office and any other relevant software mentioned in the job description. If you can demonstrate your proficiency during the interview, it’ll give you a leg up over the competition.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us. Don’t miss out on this opportunity!
We think you need these skills to ace Administrative Assistant - 12 month FTC in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Administrative Assistant role. Highlight your relevant experience in administration and any specific skills that match the job description, like your knowledge of financial services products.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Wealth Planning team. Mention your attention to detail and organisational skills, and don’t forget to show your enthusiasm for the role.
Showcase Your Communication Skills:Since you'll be liaising with clients and colleagues, it's crucial to demonstrate your excellent verbal and written communication skills. Make sure your application is clear, concise, and free of errors to reflect your professionalism.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. 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!
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 terms like ISAs, LOAs, and pensions, as well as any specific software mentioned in the job description, like Intelligent Office or Figaro.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, be prepared to discuss how you manage your workload and prioritise tasks. You could even share examples from previous roles where you successfully juggled multiple responsibilities.
✨Practice Your Communication
With a professional telephone manner being crucial, practice speaking clearly and confidently. Consider doing mock interviews with friends or family, focusing on how you would communicate with clients and colleagues in various scenarios.
✨Demonstrate Attention to Detail
This role demands a keen eye for detail, so be ready to provide examples of how you've ensured accuracy in your previous work. Whether it’s through data entry or managing client records, highlight your commitment to precision.
