IPS Coordinator - 6 Month Fixed Term Contract
Role Overview
• Review client records to identify IPSs due for their two-year review or otherwise requiring an update.
• Maintain an Excel tracker showing each client’s IPS status, review date, outstanding actions and approval progress; make upcoming review dates easy to identify.
• Check that completed IPSs and related correspondence have been recorded in the relevant systems.
• Prepare or update IPSs using current client information, including investment needs, risk profile, account arrangements and proposed investment strategy.
• Coordinate internal review and approval before an IPS is sent to a client.
• Upload approved IPSs to the appropriate system and keep the tracker and client records up to date.
• Follow up on documents awaiting approval and monitor the tracker so that future reviews are completed when due.
Work with investment and client-facing colleagues to resolve missing information or discrepancies in records.
Full Job Posting
Job Description
Review client records to identify IPSs due for their two-year review or otherwise requiring an update.
Maintain an Excel tracker showing each client’s IPS status, review date, outstanding actions and approval progress; make upcoming review dates easy to identify.
Check that completed IPSs and related correspondence have been recorded in the relevant systems.
Prepare or update IPSs using current client information, including investment needs, risk profile, account arrangements and proposed investment strategy.
Coordinate internal review and approval before an IPS is sent to a client.
Upload approved IPSs to the appropriate system and keep the tracker and client records up to date.
Follow up on documents awaiting approval and monitor the tracker so that future reviews are completed when due.
Work with investment and client-facing colleagues to resolve missing information or discrepancies in records.
Requirements
- Key Skills and Technical Requirements:
- Confidence using Excel to maintain and improve a review tracker.
- Ability to navigate client records and correspondence in systems such as Figaro and Neon, or willingness to learn them.
- An interest in how investment strategies are tailored to client needs, risk profiles and account types.
- Other Skills and Attributes:
- Strong attention to detail and an organised approach to tracking deadlines and document status.
- Clear communication and the ability to coordinate with colleagues involved in document preparation and approval.
- Contact Information
- We are looking forward to receiving your online application.
- For any further information please do not hesitate to contact us.
- LGT Wealth Management UK LLP
- Human Resources
- Nicola Swatton
Contact Information
We are looking forward to receiving your online application.
For any further information please do not hesitate to contact us.
LGT Wealth Management UK LLP
Human Resources
Nicola Swatton
About LGT Group Holding Ltd.
Privately held Liechtenstein private banking and asset management group serving wealthy individuals, families, and institutional clients.
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