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 and Bristol. 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 £29 billion in funds under management and circa 700 staff.
Business Unit
The Management team consists of the CEO, Head of Front Office plus a Front Office Business Manager, Front Office Support Manager and Head of Client Services plus a Senior Executive Assistant and Executive Assistant. This Administration Assistant vacancy will join the team to primarily support the Front Office Support Manager and Head of Client Services. This team is responsible for the overall strategic direction of the business and liaises closely with Group LGT. This team works across all functions within the business.
Brief Role Objective
This role will primarily assist and support the Head of Client Services and Front Office Support Manager on the standard ‘business as usual’ (BAU) work connected to all aspects of Client Servicing and Administration.
The role incorporates elements of Change Management (regulatory, strategic, and commercial initiatives) to assist the Front Office Business Management Team to deliver their objectives for Clients and IFAs. which includes the delivery of various projects.
A key task for the role involves being the primary contact for all Client and IFA Collateral materials and Operational Forms. Work includes collating and process any operational content updates required to existing forms, creation of new forms if applicable, providing tracking for monitoring and oversight purposes, responding to business requests for updates, liaison with external third-party firms and checking of all forms for accuracy.
The role holder will also provide general administrative assistance to the Front Office Business Management Team, ensuring that administrative and organisational tasks are completed accurately to allow Investment Managers/Wealth Managers and Investment Assistants to ensure Clients and IFAs receive a first-class service. You will be responsible for ensuring that client related, administrative and organisational tasks are completed accurately, efficiently and in a timely manner. You will be expected to develop a good understanding of the roles that the Business Management Team holds and build good working relationships with people from across the business, becoming a key contact for staff and managers firm wide.
Key Responsibilities:
Your Skills
Your Attributes
Previous experience of Wealth Management is not required to apply – you have the opportunity to gain an understanding about the industry in order to contribute to your success in the role.