Financial Planner jobs in United Kingdom

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:

Be part of a team providing general and administrative support to our Investments Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will assist with responding to client enquiries where appropriate.

Key Responsibilities:

• Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided
• Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed
• Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable
• Assist in resolving client queries regarding their portfolios or account opening
• Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
• Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date
• Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date
• Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary
• Liaise effectively with external custodians and providers to obtain information required for clients and their advisers
• Proficient in the use of all internal and external systems and information feeds
• Personally develop to add breadth to role, value to your team and the wider business and contribute to continued business improvement

Technical Requirements:

• Level 4 Qualified (Investment Advice Diploma) is desirable or support to work towards whilst in role considered
• Previous experience in Front Office environment, ideally within Wealth Management, with a good understanding of Back Office functions.
• Undertakes sufficient professional development for the role including CPD (log to be maintained).

Other skills, competencies and attributes:

• Takes initiative for their own work, but also works well as part of a team.
• Acts at all times in a professional manner.
• Deals with all matters promptly, professionally and accurately without being reminded.
• Conducts role in accordance with LGT Vestra’s procedures, within individual authorisation levels and in a compliant manner.
• Readily assists the team and the Firm in achieving its objectives.
• Undertakes other tasks or specific project work as and when requested by the Investment Managers.
• Makes effective use of time in order to carry out tasks to the appropriate standard.
• Adheres to all company-wide policies, procedures and compliance requirements.

IT:

• Good working knowledge of the Microsoft Office suite of products.
• Proficient in front office systems.

Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.

A place for people from all walks of life: our unique culture and values are what make our company stand out from other firms.