LGT Wealth Management
Financial Services
MPSAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“MPS Administrator at LGT Wealth Management. Skills: Model portfolio administration, Platform setup. Respond to non-investment queries. Assist with investment committee packs”
Industry & Context.
What They're Looking For.
Must Have
5+ years IB
What You'll Do.
Respond to non-investment queries
Assist with investment committee packs
Manage platform administration
Process IFA fee changes
Provide sales team updates
Liaise with third parties
Provide data to Business Development
Extract management information
Compile management information
Run portfolios through risk tools
How You'll Work.
Team & Collaboration
Bespoke MPS team; Business Development team; Portfolio Management function; External custodians; Internal stakeholders
Full Job Description
**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, Bristol and Manchester.** **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 £30 billion in funds under management and circa 700 staff.** ## Job Description **Business Unit:** The Model Portfolio Service (MPS) team forms part of the firm’s IFA Portfolio Management function and is responsible for delivering investment services to financial advice firms. This role will work closely with the Bespoke MPS team, supporting the delivery of tailored portfolio solutions, working closely in partnership with the Business Development team and the wider Portfolio Management function to provide a high-quality service to advisers and clients. **Brief Role Objective:** The role is responsible for supporting the model portfolio team with the efficient delivery and ongoing administration of tasks including but not limited to maintaining model portfolios across external custodian platforms. It serves as a primary liaison for ex
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