IPS Coordinator: Client Records & Wealth Strategy Support

Company: LGT Group
Apply for the IPS Coordinator: Client Records & Wealth Strategy Support
Location: London
Job Description:

LGT Wealth Management UK LLP is seeking a detail-oriented analyst to support the IPS review process. You will maintain an Excel tracker, coordinate with colleagues across investment and client-facing teams, and ensure client IPSs are prepared, reviewed, and uploaded accurately in our systems.

The role focuses on managing deadlines, recording documentation, and ensuring transparency in client records and approvals.

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Posted: October 9th, 2026