This entry level degree apprenticeship is an outstanding starting point for a career in Business Operations.

Over a four-year programme, you’ll gain exposure to teams across the whole Firm to provide you with an in-depth introduction to the Front Office and Wealth Management more generally. Your role will evolve and develop as the business does and you will be provided with opportunities to build and develop your long-term career at LGT Wealth Management.

You will be part of our busy Business Operations based teams, who are responsible for providing high quality and efficient oversight, processing and reporting across all our business/client related activities.

This is an opportunity to learn about financial markets, and develop your analytical skills. You will initially be expected to provide general and administrative support to a high standard in the various teams that you work with. In time, you will be given more complex work and a range of responsibilities in line with your progression in your role.

You will start as an LGT Degree Apprentice, you will be expected to undertake a BSc Business Management (Social Change) degree and progress to an Analyst within a four-year timeframe, subject to the completion of your degree apprenticeship and progression within your role.

For the first year of your apprenticeship, you will be part of the Investment20/20 programme, you will have opportunities to meet and network with trainees across the industry and participate in additional training, socials and insight events.

Business Unit

Brief Role Objective

The Front Office is the revenue generating and client facing part of the business. This role will assist the Head of Front Office, Front Office Business Manager, Front Office Support Manager, and the wider Management Team / Board on BAU and relevant project work. The projects will involve regulatory and strategic work.

Key Responsibilities

Full training will be given

• Co-ordinate and provide administrative support for meeting set-ups and internal projects.
• Assist the Front Office Support Manager in streamlining Front Office processes
• Maintain a tracker for the Management Team’s on-going work to ensure the administrative and organisational tasks are completed accurately.
• Assist the Management Team / Board in achieving the firmwide strategic action points
• Assist Front Office Business Manager in UAT (User Acceptance Testing) for programme developments
• Assist the Front Office Business Manager by learning to compile reports and analyse data
• Develop a good understanding, and working relationships, with all areas of the business and to be able to offer assistance if required.
• Learn to explore, research, and create/enhance business opportunities in line with regulatory changes and developments in the market
• Coordination of signatories for CEO/Head of Front Office/Head of Portfolio Management and various business areas
• Assist the Executive Assistants with the submission of expenses for the CEO/Head of Front Office/Head of Portfolio Management and gain a good understanding of associated policies
• Pay a keen interest to the firm’s CSR (Corporate Social Responsibility) initiatives and help with coordination

Principal Contacts

• Front Office Business Manager
• Front Office Support Manager
• Executive Assistants
• Front Office Investment Assistants
• Custody Services, Client Services and IT & Business Solutions Teams

Your Skills

If you are an enthusiastic individual with a desire to embark on a career within the Financial Services sector and have the following attributes, we would like to hear from you.

• Although the course requires candidates to hold or have predicted (August 2022 results pending) A-level grades of 3 A’s or the equivalent BTEC, we appreciate the need to be flexible given the on-going pandemic and disruption to your school/ college life. If you’ve achieved a little under the course entry requirements, we would still encourage you to apply.
• Strong numerical literacy
• Good communicator – both verbal and written, and enjoy working within a team environment.
• Positive attitude, enjoys solving problems with the ability to use own initiative and take ownership of tasks
• Well organisaed and able to priorotize tasks with a keen eye for detail
• You have a good level of computer skills including knowledge of using Microsoft Excel, Word, Outlook and PowerPoint
• Maintain highest level of confidentiality and exercise discretion at all times.

Previous experience or a working knowledge of Wealth Management is not required to apply – you have the opportunity to gain an understanding about the industry in order to contribute to your success in the role.