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...