Training and Development Administrator 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.

Brief Role Objective:

The HR & Training & Development Team is responsible for providing strategic direction and operational support to the business in the management of our people and culture.

The Training & Development Team (in which this role sits) provides learning & development support to the entire Firm – addressing training needs, qualifications attainment, career progression support, and managing our online and in-person training offering.

Training & Development are also responsible for ensuring the client-facing / advisory staff in our business attain and maintain competence, and we perform annual certification activities for this group of staff, as well as ensure that we are meeting regulatory requirements in the management of these Certificated individuals.  This is known as our Training & Competence (T&C) regime.

Core responsibilities include but are not limited to:

• Help facilitate excellent Training & Competence activities and be a source of support for regulated individuals
• Schedule and oversee completion of mandatory / regulatory training activities – online course completion and/or live training as applicable
• Coordinate in-house training activities through to completion
• Manage all CPD activities for internal LGT staff and for client events alongside business areas
• Manage professional body (CISI) memberships, SPS applications and renewals for applicable staff
• Assist with Performance Appraisal processes
• Organise induction activities for new joiners
• Maintenance of staff data, licences and accredidation in our Training & Development systems - Insight, Clever Nelly, CISI
• Manage  the drafting of monthly and quarterly reporting requirements
• Assist with training module compilation and upload to the Learning Portal
• Manage invoices and assist with Training Budget oversight
• Manage qualifications – study courses and exam bookings

You may also assist the wider HR & Training & Development Team in the delivery of various projects and procedural improvement tasks.

Skill and Competency Requirements:

• Previous administrative experience managing large amounts of data and systems maintenance
• A keen interest to pursue a career in L&D / Training & Competence
• Ability to prioritise and manage workload whilst responding to urgent requests as they arise
• Strong attention to detail
• Ability to use initiative and take ownership of tasks without always waiting for instruction
• Being proactive in developing own knowledge and understanding of the Training & Development area and our regulatory environment
• Flexibility with a willingness to learn and take on new tasks
• A positive, can-do attitude, even when carrying out routine tasks
• Strong communication skills; both verbal and written
• Mature and professional approach to work with a strong emphasis on ensuring confidentiality at all times.

IT:

• Intermediate level knowledge of the Microsoft Office suite of products – Excel being of particular importance for managing data and reporting