Pensions Administration Specialist

5 days ago


London, Greater London, United Kingdom LGT Group Full time

LGT Wealth Management UK LLP is seeking a skilled Pensions Administration Specialist to join their team in the London office. As a key member of the Wealth Planning team, you will be responsible for ensuring that all compliance documentation is recorded in line with LGT Wealth Planning's procedure manual and FCA guidelines. This includes preparing and maintaining client files, interpreting data received from the client, building a cash flow model using our cash flow modelling tool, and researching and recording technical and product data relevant to the client's annual review.

You will need to work closely with the administration team to oversee the implementation of the agreed recommendations and ensure that all client data detailed in our financial advice letters and suitability reports is accurate and correct. A CII Advanced Diploma in Regulated Financial Planning or equivalent qualification and experience of using Intelligent Office (iO), Synaptics Research, and IRESS Exchange would be desirable. The salary for this position is estimated to be around £30,000 - £40,000 per annum, depending on experience.



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