Fee Analyst Trainee – Data, Processes & Insight

LGT Wealth Management UK LLP; City of Edinburgh; On-site; GBP 35,000 - 48,000; Full time

Job summary

LGT Wealth Management UK LLP in Edinburgh is seeking a proactive Senior Fee Analyst to support the end-to-end quarterly fee process, ensuring accurate data and timely processing in line with SOPs.

You will collaborate with internal teams, monitor fee data and discounts, and contribute to continuous improvements. A strong numerical mindset, attention to detail, and excellent communication are essential.

Qualifications

• Bachelor's degree in accounting, finance or related field, or equivalent work experience.
• Wealth Management data entry/maintenance experience in Operations/Finance.
• Highly numerate with investigative problem-solving approach.
• Strong analytical skills to collect, organize and analyse large data accurately.
• Excellent verbal and written communication, and time management abilities.
• Strong conceptual, analytical, judgment and communication abilities are critical.

Responsibilities

• Process end-to-end quarterly fee data under supervision.
• Collaborate with Senior Fee Analyst to handle data amendments and ad-hoc client fees.
• Ensure data accuracy by liaising with internal teams.
• Monitor fee setups and identify discrepancies or client detriment.
• Assist with testing data for software releases and regulatory changes.

Skills

Excel

MS Office

Analytical skills

Numerate

Attention to detail

Communication

Education

Bachelor's degree in accounting/finance or related field

Job description

LGT Wealth Management UK LLP in Edinburgh is seeking a proactive Senior Fee Analyst to support the end-to-end quarterly fee process, ensuring accurate data and timely processing in line with SOPs.

You will collaborate with internal teams, monitor fee data and discounts, and contribute to continuous improvements. A strong numerical mindset, attention to detail, and excellent communication are essential.