LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT. Our head office is in London with presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol.
We are seeking an administrator to review IPS records, maintain tracking, and ensure accurate entry of client information across systems. You will liaise with investment and client-facing colleagues to resolve discrepancies and support timely IPS updates.
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IPS Coordinator - Client Records & Investment Prep employer: Lgtwm
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London where finance professionals can thrive. With a strong focus on employee development, we provide ample opportunities for growth and advancement within the wealth management sector, alongside a supportive culture that values collaboration and innovation. Join us to be part of a prestigious firm that not only prioritises your career progression but also champions bespoke financial solutions for our clients.