Asset Transfers Analyst (15 month FTC)

LGT Vestra LLP; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in wealth management is seeking an Asset Transfers Analyst for a 15-month FTC in London. The role involves managing client asset transfers, ensuring accuracy and compliance, and improving processes. Ideal candidates will have strong asset transfer experience and excellent communication skills.

Qualifications

• Strong asset transfer experience with a UK Wealth Manager or Stockbroker.
• Good communication skills, both written and verbal.
• Self-motivation and ability to propose process improvements.

Responsibilities

• Support all aspects of the transfer of client accounts in and out of the firm.
• Track and monitor progress of transferring activity.
• Liaise with stakeholders to resolve issues and delays.

Skills

Asset transfer experience

ISA knowledge

Communication skills

Numeracy skills

Analytical skills

Problem solving

Organizational skills

Tools

FNZ Wealth Asset Management platform Figaro

Equisoft (Altus) platform

Job description

Asset Transfers Analyst (15 month FTC) London (GB)

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.

Business Unit:

The Custody Services Team comprises of 36 staff and provides a wide range of essential support services for the Firm’s Investment/Wealth Asset Managers, their teams, and their Clients. It is made up of several teams – Trade Support (made up of Settlements, Transfers and Treasury teams), Data Management, Corporate Actions and Tax and Operations Control.

Within the Custody Services Unit the Transfers Team manages all aspects of the client transfer in/out process for all product types. They also manage the ISA/JISA on boarding and subscription process with plan managers.

Brief Role Objective:

The main responsibilities of this role involve:

• Provide support where necessary for all aspects of the transfer of client accounts in and out of the firm ensuring transfers take place in a timely and accurate manner.
• Asset transfers across differing products (GIA/ISA/SIPP/OIB)
• Track/monitor progress of transferring activity and liaise with other stakeholders/firms/counterparties as necessary, to resolve issues and delays as they may arise.
• Enable the Front Office to commence the management of client assets as soon as possible by facilitating the processing of transfers in an efficient & timely manner

Key Responsibilities:

• Arranging the transfer in and out of client assets ensuring client's portfolio records correctly reflect the assets transferred within the firm’s systems.
• Work closely with Settlements and the Clients Services Team in order to ensure that the records in respect of transferred accounts are compliant with the processes necessary to ensure the accuracy of valuations, tax and performance measurement calculations and closure requirements.
• Liaise with Front Office in order to keep them informed of the progress of transfers
• Assist in recording, collating and distribution of key management information
• Work alongside/support the Transfers Manager on a day-to-day basis taking on additional responsibilities where required
• Assist in/provide input to the implementation of technology/systems changes as necessary
• Work with the team to develop ways to improve processes and procedures where appropriate.
• Ad-hoc issue troubleshooting/problem solving

Your profile

Key Skills and Competency Requirements:

• Strong Asset transfer experience with a UK Wealth Manager or Stockbroker.
• Strong ISA experience/knowledge
• Good team player but capable of organising own workload.
• Good communication skills, both written and verbal.
• Strong numeracy and analytical skills.
• A creative and proactive approach to problem solving
• Strong organisation skills. Ability to identify/propose process improvements.
• Self-motivation.

IT:

• Desirable: Experience of FNZ Wealth Asset Management platform Figaro
• Desirable: Experience of Equisoft (Altus) platform

Interested in the role? Complete the online application. We look forward to getting to know you.

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