Senior Investment Assistant - Wealth Management Support

LGT Group; Leeds; On-site; GBP 32,000 - 46,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking a Senior Investment Assistant in Leeds to provide high-quality administrative support to Investment Managers, managing client matters, account openings and regulatory compliance. You will oversee team activities, guide junior colleagues and contribute to process improvements within a busy front-office environment.

The role requires prior experience in wealth management or investment management administration, strong attention to detail and excellent

Qualifications

• Experience in a similar Front Office investment support role within the wealth management or investment management industry.
• Demonstrated ability to manage client and regulatory requirements with accuracy.
• Strong collaboration across multiple departments to deliver high-quality support.

Responsibilities

• Act as main contact for administrative queries for the team’s clients.
• Provide accurate, timely support with trading requirements and client objectives.
• Oversee quality and quantity of administrative services, maintaining standards.
• Act as account opening specialist, ensuring compliance with regulatory/internal standards.
• Delegate day-to-day tasks within the investment support team and provide guidance.
• Escalate to Team Support Manager as needed and collaborate with other departments.

Skills

Wealth management

Administrative support

Regulatory compliance

Team supervision

Client service

Communication skills

Tools

CRM systems

Trading systems

Job description

LGT Wealth Management UK LLP is seeking a Senior Investment Assistant in Leeds to provide high-quality administrative support to Investment Managers, managing client matters, account openings and regulatory compliance. You will oversee team activities, guide junior colleagues and contribute to process improvements within a busy front-office environment.

The role requires prior experience in wealth management or investment management administration, strong attention to detail and excellent