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.
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.
Other skills, competencies, and attributes:
IT skills & competencies: