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 Model Portfolio Service (MPS) team forms part of the firm’s IFA Portfolio Management function and is responsible for delivering investment services to financial advice firms. This role will work closely with the Bespoke MPS team, supporting the delivery of tailored portfolio solutions, working closely in partnership with the Business Development team and the wider Portfolio Management function to provide a high-quality service to advisers and clients.

Brief Role Objective:

The role is responsible for supporting the model portfolio team with the efficient delivery and ongoing administration of tasks including but not limited to maintaining model portfolios across external custodian platforms. It serves as a primary liaison for external providers and internal stakeholders, being involved with tasks such as accurate platform setup, timely asset implementation, effective query management, and reliable reporting, while contributing to other processes and committee support materials. As with many roles, the responsibilities will likely evolve over time as business dictates.

Key Responsibilities:

• Respond to client, adviser, and internal non-investment-related queries regarding model portfolios, particularly those relating to the Bespoke MPS team.
• Assist the Bespoke MPS team with tasks such as the preparation of investment committee packs, helping deliver them to advisers in a timely manner.
• Manage platform administration such as access for IFAs, ensuring permissions are set up accurately and acting as the primary contact for platform custodians.
• Process changes to IFA fee arrangements on platform, ensuring updates are completed correctly and communicated where required.
• Provide the sales team with updates such as on the progress and timeliness of platform asset uploads.
• Liaise effectively with external third parties such as custodians and providers to obtain information required by clients and their advisers.
• Monitor empty models on platform and ensure they are closed appropriately.
• Work closely with the Business Development team to provide data such as platform and fund management information, including extracting and compiling management information such as adviser assets under management and total asset investments, to support understanding of adviser asset allocation trends and proposition profitability.
• Assist with tasks such as running portfolios through external risk profiling tools for the internal monthly risk committee meeting.
• Oversee the team planner to ensure regular tasks are picked up by the team in a timely manner.

Requirements

Key Skills and Technical Requirements:

• Highly organised
• Attention to detail
• Takes initiative for their own work, but also works well as part of a team.
• Acts at all times in a professional manner.
• Deals with all matters promptly, professionally and accurately without being reminded.
• Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
• Readily assists the team and the Firm in achieving its objectives.
• Undertakes other tasks or specific project work as and when requested by the Investment Managers.
• Makes effective use of time in order to carry out tasks to the appropriate standard.
• Adheres to all company-wide policies, procedures and compliance requirements.
• Maintain proficiency in the use of internal and external systems and information feeds such as external platforms or FE analytics.
• Ability to work with data and spreadsheets; good Excel proficiency required.

Other Skills and Attributes:

• Good working knowledge of the Microsoft Office suite of products.

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