Wealth Management Investment Admin Assistant

LGT Crestone Wealth Management Limited; United Kingdom; Remote; GBP 28,000 - 40,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking an organised Front Office Administrator to support client onboarding, IPS preparation, and asset transfer processes. The role liaises with Investment Manager and front office teams to ensure accurate documentation and timely communications.

Ideal candidates will have Front Office exposure in wealth management, solid Excel skills, and a proactive, client-focused approach.

Qualifications

• Experience in Front Office environment, ideally within Investment Management
• Knowledge of Investments & Securities
• Understanding of Anti Money laundering and Client due diligence
• Knowledge of current legislative, industry and products relevant to the sector

Responsibilities

• Collate new account documentation with onboarding & Investment Manager liaison
• Assist in Preparing Investment Policy Statements detailing client objectives and risk profile
• Distribute account opening packs to clients and intermediaries
• Notify clients and advisers of account openings, IPS, payments and transfer details
• Monitor progress of account openings and cash/asset transfers to meet service standards
• Assist with administration and back-office tasks, including archiving and filing

Skills

Front Office experience

Investments & Securities

AML & due diligence

Microsoft Excel

Office suite

Tools

Agiloft

Figaro

Microsoft Office

Job description

LGT Wealth Management UK LLP is seeking an organised Front Office Administrator to support client onboarding, IPS preparation, and asset transfer processes. The role liaises with Investment Manager and front office teams to ensure accurate documentation and timely communications.

Ideal candidates will have Front Office exposure in wealth management, solid Excel skills, and a proactive, client-focused approach.