Senior 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.

Business Unit

The Wealth Planning team is responsible for all aspects of wealth and tax planning.  The team provides a comprehensive overview and analysis of client’s financial positions and requirements.  Team members will then provide advice and solutions before implementing an agreed course of action.

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. Ability to mentor and train new/less experienced administrators.

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 achieve process efficiencies and to improve the client experience
• 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
• Handling complex administration processes such as in-specie transfers, Defined Benefit transfers, QROPs, Offshore Bond withdrawals et al
• Using Figaro to produce valuations, monitor transaction activity and reconcile client data
• Managing the ongoing client review process for the Wealth Planners
• Providing training and guidance to junior members of staff as needed
• 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 scanning, printing, archiving and binding

Key Skills and Competency Requirements

Market knowledge:

• Understanding of financial product providers and different types of wealth planning products. A degree of wealth planning market awareness is essential for an experienced Wealth Planning administrator.

Technical Requirements:

• Comprehensive experience within a similar role.
• Working towards the CII’s Level 4 Diploma in Regulated Financial Planning, or a desire to do so
• It is expected that technical knowledge of Financial Services products and the Planning landscape have been accumulated from previous roles or, prior experience and that technical knowledge continues to be maintained.

Other skills, competencies, and attributes:

• Impeccable 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 is advantageous