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About the Role

To provide a high level of administrative support to the Wealth Planning team, with specific support provided to the Administration Manager, Planners and Paraplanners.

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

Requirements

• Similar experience in an Administration role
• Technical knowledge of Financial Services products and the Planning landscape accumulated from previous roles or prior experience
• Previous experience working with ISA’s, LOA’s and Pensions is required
• Excellent attention to detail
• The ability to apply critical thinking, initiative, and to prioritise workload
• The ability to self-motivate with good organisational skills
• A 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

Skills

• Proficient IT skills and competency across the Microsoft suite, including but not limited to Microsoft Office, Excel, Word, Teams and One Note
• Previous experience of Voyant, Finametrica and Intelliflo would be advantageous

Location

• London

Work Type

• Full-time

Experience Level

• Similar experience in an Administration role

About the Company

• LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein.
• When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management.
• Alongside the LLP we also have two other entities which focus on US and Jersey based clients.
• Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester.
• The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them.
• By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
• 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.
• As our brand recognition grows, we are fast becoming an employer of choice in our sector.
• We have over £30 billion in funds under management and circa 700 staff.
• LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family.
• As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.