Job Description

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.

Business Unit:

The Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. We work with our clients to create a bespoke financial plan, considering the whole of the market in order to find the best financial planning solutions. We are involved in a broad range of activities including:

• Cash flow analysis
• Psychometric risk profiling
• Retirement planning
• Pension aggregation
• Income tax planning
• Inheritance tax planning
• Business planning
• Protection for death
• Protection for illness
• Savings
• Long term investments
• Offshore and international planning for non-domiciled and non-resident clients
• Venture Capital Trust, Enterprise Investment Scheme and Business Relief advice

Brief Role Objective:

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

Key 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

Key Skills and Technical Requirements:

Technical Requirements:

• Similar experience in an Administration role
• It is expected that technical knowledge of Financial Services products and the Planning landscape have accumulated from previous roles or prior experience and that technical knowledge continues to be maintained
• Previous experience working with ISA’s, LOA’s and Pensions is required

Other skills, competencies, and attributes:

• 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

IT skills & competencies:

• 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

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

LGT Wealth Management UK LLP

Human Resources

Alex Johnson