About LGT Wealth Management

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. 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 rigorous investment process across multi-asset classes means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. This is embedded within a culture of adherence to regulatory requirements, robust corporate governance and careful risk management.

 Our areas of expertise cover portfolio management services, financial planning, services for intermediaries and their clients and discretionary portfolio services for US connected clients via our subsidiary LGT Wealth Management US. Our Jersey office provides off shore choices to clients and our Bristol office provides a regional presence in a growing market sector.

 The partnership ethos of our business has allowed us to attract some of the best talent in our industry. The workforce is valued and our culture encourages individuals to generate, develop and implement ideas which will strengthen our business.  Professionalism, respect and integrity are core values.  As our brand recognition grows, we are fast becoming an employer of choice in our sector.  We have over £20 billion in funds under management and circa 400 staff.

Values Worth Sharing

Our mission is to deliver long-term value for our stakeholder: our clients, our people, our owner and society. Our Firms values include:

-         Belonging

-         Respect

-         Integrity

-         Conviction

-         Entrepreneurship

 We are proud to be recognized as one of the best places to work by Great Place to Work UK. Since our business was founded, creating a culture where people feel respected, valued and motivated has been paramount. Our staff gave outstanding marks in numerous areas such as their assessment of the welcoming culture at the firm, how fairly they feel they are treated and the respect they are given by colleagues and management. 85% of our people are proud to work at LGT Wealth Management and 89% agree the firm is a "Great Place to Work".

Following our Great Place to Work accreditation, we are also delighted to have been recognised in the 2021 Best UK Workplaces™ list, ranked 27th in the Large (251-1000 employee) category

 Business Unit

The Finance department is responsible for all financial reporting for LGT Wealth Management.  Financial reporting includes regular and ad hoc internal management information for all three entities as ldetailed above, as well as statutory reporting to Companies House, HMRC and Financial Conduct Authority. The Finance department takes a lead role in enabling the senior management of the firm to deliver on the Group’s strategy.

Brief Role Objective:

The core purpose of this role is to ensure that creditors are identified and paid in a timely fashion and all expenditure is accounted for correctly.  As Trainee Accounts Assistant, you will be processing invoices and payments each month for all three of firm's entities.

In addition, you will be providing assistance to the wider Finance Team in other ad hoc accounting areas.

Key Responsibilities:

 ·         Assist in regular payment runs for all three entities, ensuring suppliers are paid on time

·         Code and input invoices into Abacus accounting system, identify any prepayments to the Management Accountant

·         Regular communication with supplier and internal queries promptly and efficiently

·         Undertake aged creditor review and reconciliation; highlight and reconcile any variances

·         Process staff season ticket loans and dealing with staff queries

·         Process and reconcile corporate cards to receipts and uploading into Abacus accounting system

·         Ensuring all employee’s expenses are processed for payment via the firm's online system, Concur

·         Asssiting with the monthly bank reconciliations for each Firm bank account

·         Provide assistance with the wider Finance Team duties as required

Principal Contacts e.g External Companies:

·         All internal staff of LGT Wealth Management

·   Suppliers of goods and services to LGT Wealth Managment

Authorised Alternative in the Event of Absence:

Finance Team

Key Regulatory Responsibilities:

Ensure compliance with the letter, spirit and expectations of applicable legal and regulatory requirements at all times (e.g. FCA, Money Laundering/Proceeds of Crime, Data Protection, Health and Safety), ensure conformance with LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures.

Key Skills and Competency Requirements:

·        Currently enrolled at university and studying for a Finance/Business/Maths/Economics/Accountancy degree (or related)

·        Excellent oral and written communication with both internal and external contacts

·         Attention to detail, accuracy and quality of work

·         Working experience with all Microsoft Office products

Disclaimer:

All statements are intended only to describe the general nature and level of work being performed by staff assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of staff so classified. Individuals will be required to undertake any additional tasks or duties that may be within their capabilities.  LGT Wealth Management reserves the right to make amendments to the above in response to any material internal or external developments (e.g. market changes, new regulations, internal restructuring).

Candidate Privacy Notice:

You can access our Candidate Privacy Notice on our Legal Notcie section of our website here. Select the ‘Privacy Notices’ section where you can download our relevant policy.

Equal Opportunities

We recognise the importance of equality, diversity and inclusion in the workplace and we strive to maintain a culture where all our people are treated equally, fairly and with respect.

We are committed to providing equal opportunities in every aspect of employment from the advertisement of jobs; recruitment and selection of candidates; training, development and promotion of employees; review of performance, pay and benefits; and the application of all policies and procedures through to the last day of employment. 

 Our aim is to recognise and value diversity as a strength and to foster a workplace in which people have equal opportunities to contribute and develop according to their individual merits. We have a responsibility to ensure equal opportunities for all our people and enabling them to succeed both personally and professionally. Our dedicated #included committee supports our mission to build and champion a diverse and inclusive workforce. Find out more here about our diversity and inclusion initiatives we are focusing on as a business.

 We encourage all applicants to inform us if they require any reasonable adjustments as they progress through the application process.