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    Assistant Team Administrator - London, United Kingdom - LGT Group

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    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.

    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. 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.

    Cash flow analysis
    Psychometric risk profiling
    Pension aggregation
    Income tax planning
    Inheritance tax planning
    Business planning
    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

    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.
    Areas of support would cover wealth planning operations both in London and regionally, family governance offering and financial wellness offering to corporate institutions
    Record management of all training requests
    Assist with project work, as and when required


    Key Regulatory Responsibilities:
    Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times.
    Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities.
    Good telephone manner and confident in speaking to providers, as well as colleagues
    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
    Then simply fill out the online application.

    That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job.


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