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About the Role
LGT Wealth Management UK LLP is seeking a Training and Development Administrator to coordinate the end-to-end apprenticeship process, administer Continuing Professional Development (CPD), and manage qualifications tracking. This role supports the delivery of development actions, tracks compliance requirements, and assists with broader HR projects.
Responsibilities
- Coordinate the end-to-end apprenticeship process, including learner administration, provider liaison, progress monitoring and record keeping.
- Administer the full Continuing Professional Development (CPD) process, supporting colleagues to meet requirements, maintaining accurate records and coordinating CISI membership requirements.
- Maintain and monitor the qualifications tracker, including exam registrations and results, resits, and study programme progress.
- Coordinate Cross-Border and other accreditation requirements, including the assignment of training and issue of attestations through Comply.
- Support the delivery of development actions arising from year end performance review processes.
- Track Fit and Proper forms (through Comply), following up with relevant colleagues and maintaining complete, timely records.
- Administer Clever Nelly learning pauses and ensure learning records remain current.
- Monitor the Training & Development mailbox, responding to queries or directing them to the appropriate owner within agreed timescales.
- Track completion of mandatory training for new joiners, escalating overdue learning and providing completion updates to relevant stakeholders.
- Deliver training sessions to interns as part of their 8-week program.
- Administer various Training & Development actions for known leavers, including Clever Nelly updates, CISI updates and flagging to relevant stakeholders FCA required updates.
- Support with other Training & Development related administration as needed.
- Work with the T&D Team on broader HR projects on an ad-hoc basis.
Requirements
- Experience in a Training and Development Advisor role preferably within Wealth Management or financial services.
- Good knowledge of HR processes, data management, and regulatory compliance.
- Proficiency in HR systems (e.g., Workday).
- Strong analytical and reporting skills, solutions focused.
- Ability to work in a high-pressured environment, adapting to varying stakeholders, and the ability to tailor their style accordingly.
- Excellent organisational, prioritisation and time management skills.
- Excellent written and verbal communication skills, with strong interpersonal skills.
- High level of accuracy and attention to detail.
- Good stakeholder-management skills and confidence working with external partners.
- Discretion, integrity and an understanding of confidentiality and data protection.
- Proficiency in Microsoft Office particularly Outlook, Excel, PowerPoint and Word.
- Ability to work independently while collaborating effectively within a wider HR team.
Skills
- HR systems (e.g., Workday)
- Analytical skills
- Reporting skills
- Organisational skills
- Prioritisation skills
- Time management skills
- Written communication skills
- Verbal communication skills
- Interpersonal skills
- Stakeholder management skills
- Microsoft Office (Outlook, Excel, PowerPoint, Word)
Location
- London
Work Type
- Full-time
Experience Level
- Experience in a Training and Development Advisor 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.
- Established in 2008 with a fresh approach to wealth management.
- Operates entities focusing on US and Jersey based clients.
- Head office in London with presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester.
- Client-first approach with a transparent service designed around individual needs.
- Draws together in-depth knowledge and experience to provide a flexible, bespoke service.
- Mission to create long-term value for all stakeholders.
- Culture encourages idea generation, development, and implementation.
- Core values: Belonging, respect, integrity, conviction and entrepreneurship.
- Becoming an employer of choice in its sector with growing brand recognition.
- Over £30 billion in funds under management and circa 700 staff.