Team Assistant London (GB)

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 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 bespoke financial plans, 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 and illness
• Long term savings and 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:

The primary role of the Team Assistant is to provide administrative and operational support to the Regional Wealth Planning Head. In addition, support would also be provided to the Head of Wealth Planning and Operations Manager as required.

This is a broad role to include diary management, assistant with presentations, administrative task, team operations as required. Areas of support would cover wealth planning operations both in London and regionally, family governance offering and financial wellness offering to corporate institutions

Key Responsibilities:

• Mailbox and Outlook management  
• Diary and calendar management
• Process expenses, invoices and payments
• Arrange travel bookings
• Organise, co-ordinate and manage team events and offsites
• Work with the Marketing department on centralised events
• Prepare presentations
• Align holiday schedules
• Manage subscriptions
• Process gifts and entertainments
• Record management of all training requests
• Complete applications for industry awards
• Manage IT requests and issues
• Own brochures and fact sheets
• Manage client data recording
• Ensure all relevant sign offs are in place where required
• Support with onboarding of new joiners and offboarding of leavers
• Assist with project work, as and when required

Key Regulatory Responsibilities:

Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to:

• Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times.
• Adhere to LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures
• Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities.

Key Skills and Technical Requirements:

• Good organisational skills
• Self motivated
• Strong attention to detail
• Able to take the initiative within an understood framework of scope and authority
• Deal with all matters promptly, professionally and effectively
• Good telephone manner and confident in speaking to providers, as well as colleagues
• Strong time management skills

Other Skills and Attributes:

• Microsoft Office (Excel, Teams, Outlook, PowerPoint)
• No specific qualifications are required within the role however, broad knowledge of the wealth planning offering and, wealth planning operations would be essential for the role