Junior Fee Analyst – Data, Controls & Growth

LGT Group; City of Edinburgh; Híbrido; GBP 32.000 - 42.000; Jornada completa

Descripción de la vacante

LGT Wealth Management UK LLP seeks a capable Operations Fee Analyst to support the end-to-end quarterly fee process and maintain accurate fee data. You will work with the Senior Fee Analyst and internal teams to ensure data accuracy, monitor fees for client detriment, and support discount approvals.

The role requires numeracy, analytical ability, and strong communication skills, along with experience in wealth management data entry and a finance/operations environment.

Formación

• Bachelor's degree in accounting, finance or related field, or equivalent work experience.
• Wealth Management data entry and/or maintenance experience in Operations/Finance environment is desirable.
• Highly numerate and accurate with an investigative approach to problem solving.
• Strong analytical skills with the ability to collect, organize and analyse significant amounts of information.
• Excellent verbal and written communications skills, and excellent time management abilities.
• Strong conceptual, analytical, judgment and communication abilities are important.

Responsabilidades

• Process end-to-end quarterly fee data for the team.
• Monitor and assist with fee data amendments.
• Handle ad-hoc client fees in line with SOPs.
• Liaise with internal teams to ensure data accuracy.
• Continuously monitor data to identify incorrect fee setups or detriments to clients.
• Maintain and update fee discount registers and related approvals.
• Assist with testing data for Figaro releases and regulatory changes.

Conocimientos

Numeracy

Analytical skills

Problem solving

Communication

Time management

Educación

Bachelor's degree in accounting/finance

Herramientas

MS Excel

Descripción del empleo

LGT Wealth Management UK LLP seeks a capable Operations Fee Analyst to support the end-to-end quarterly fee process and maintain accurate fee data. You will work with the Senior Fee Analyst and internal teams to ensure data accuracy, monitor fees for client detriment, and support discount approvals.

The role requires numeracy, analytical ability, and strong communication skills, along with experience in wealth management data entry and a finance/operations environment.