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About the Role

The Business Development team is responsible for promoting the Firm to Financial Advisers through a broad range of activities including developing intermediary relationships, promoting the LGT proposition, developing new communication strategies, proactively marketing the Firm, and working in partnership with Financial Advisers to tailor our proposition and resources for their client base. The role's objective is to support the co-ordination of central communications among Financial Advisers and develop strategies to increase AUM from Networks and partner firms, utilizing channels such as literature, email, events, videos, social media, webinars, and website management.

Responsibilities

Assist with the implementation of the marketing and communications strategy for Business Development across service propositions targeting Financial Advisers.
Coordinate ongoing literature updates to the 'Financial Adviser' section of firm website, including monthly factsheets and continuous literature updates to the dedicated adviser portal.
Assist with CPD programme for IFAs – webinars and live events.
Assist with video production – scheduling, filming and production.
Assist with invitation production.
Assist with presentation decks – creating new slides to briefs and formatting slides within brand guidelines along with managing compliance sign off process.
Manage white labelling process for factsheets and quarterly reports.
Coordinate central distribution of communications, maintaining spreadsheet and cleverreach system.
Assist with Conference participation i.e. stand, literature and merchandise as well as set up and pack down.
Coordinate logistics for merchandise and literature distribution.
Ensure the LGT Wealth Management brand is correctly represented and the brand ethos is understood and maintained within Adviser community.

Requirements

Marketing and/or administrative experience preferred.
Previous office experience preferred.
Can manage and prioritise high workloads and demanding deadlines.
Creative and innovative thinker.
Strong communication and presentation skills, both verbal and written.
Excellent attention to detail.
Strong copy writing skills.

Skills

Basic knowledge of Adobe Creative Cloud Suite preferred.
Intermediate in Microsoft Word, Excel and PowerPoint.
Basic knowledge of Adobe Acrobat Pro preferred.

Location

London

Work Type

Full-time

Experience Level

Entry-level

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 LGT Wealth Management was set up in 2008, the aim was to offer a fresh approach to wealth management.
The firm's head office is based in London, with a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester.
The plan was simple: put 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, they provide a flexible, bespoke service adapted to each client’s needs.
The mission is to create long-term value for all stakeholders.
The culture encourages individuals to generate, develop and implement ideas which will strengthen the business.
Belonging, respect, integrity, conviction and entrepreneurship are the core values.
As brand recognition grows, LGT Wealth Management is fast becoming an employer of choice in its sector.
They 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, they have years of experience in the management of sizeable sums of assets.