LGT Wealth Management UK LLP in London is seeking a detail-oriented administrator to manage IPS reviews and client records. You will maintain an Excel tracker, ensure records are up to date, and coordinate with investment colleagues to prepare tailored IPS proposals.
You will navigate systems such as Figaro and Neon, highlight any missing information, and support the review and approval process to keep client records accurate and compliant.
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Investment Policy & Records Coordinator employer: lgt
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation and client-centric values thrive. With a strong emphasis on personal development and a culture that fosters respect and integrity, employees are encouraged to contribute ideas that drive the business forward. The company not only provides competitive benefits but also presents unique opportunities for growth within a prestigious organisation backed by the Princely Family of Liechtenstein.
