Sales and Advisor Support Assistant - 3 month FTC 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 Business Development team is responsible for promoting the Firm to the IFA community as a whole. We are involved in a broad range of activities including:

• Developing Intermediary relationships across the UK and Ireland
• On-boarding of new clients either through our Model Portfolio Service or bespoke solutions
• Proactively marketing the Firm to the Financial Advisors, Accountants and Lawyers
• Working in partnership with IFAs to tailor advice/resources for their client base

Brief Role Objective:

To provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the administrative needs of the team are coordinated in a timely and accurate fashion. This will involve working closely with both London and regional based Business Development Directors, Financial Advisors and the Model Portfolio team. 

Key Responsibilities:

• Provide administrative support to the Business Development Directors, including but not limited to: account opening, payments, valuation and web access requests.
• Deal with IFA queries relating to literature and platform queries, in addition to any ad hoc queries from both IFAs and clients on adviser payments, valuations, etc.
• Responsible for ensuring that all client/adviser related tasks are completed accurately, efficiently and in a timely manner.
• Provide ongoing support to the office as a whole responding to client/adviser queries and resolving any potential issues.
• Have extensive knowledge of the company’s products and services, keeping up to date with industry news.
• Provide support to the firm as a whole with any new business initiatives.

Market, clients and competitors:

• Readily assist the team in all administrative matters.
• Make effective use of time and deals with all matters promptly, professionally and effectively without being reminded.
• Maintain up-to-date records using the firm's internal systems.
• Undertakes other tasks or specific project work as and when requested.
• Ability to work with and develop relationships with both internal and external persons.

Technical Requirements:

• Willingness to learn and acquire knowledge of current industry legislation and products relevant to the IFA community.

Other skills, competencies and attributes:

• Ability to communicate effectively; verbally, in print and on the phone.
• Make effective use of time and deal with all matters promptly, professionally and effectively without being reminded.
• Be detail orientated with the ability to manage workload effectively.

• Ability to deal with any ad hoc client correspondence and queries in a timely fashion.
• A strong team player who is able to work alongside colleagues based locally & remotely.

IT:

• Thorough understanding of Internal & External Systems.
• Proficient levels of Microsoft Office skills especially Excel, Word & PowerPoint.