Administrative Assistant - 12 month FTC

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.

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 process new business quickly and accurately
• 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
• Processing SIPP contributions, transfers, withdrawals, as well as gaining an understanding of bonds (onshore and offshore), to manage the proce...

Ready to Apply?

Submit your application today and join our talented team at LGT Wealth Management UK LLP.