LGT Wealth Management
Training and Development Advisor
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Company Description
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. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. 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 mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.
Brief Role Objective
- The HR & Training & Development Team is responsible for providing strategic direction and operational support to the business in the management of our people and culture
- The Training & Development Team (in which this role sits) provides learning & development support to the entire Firm – addressing training needs, qualifications attainment, career progression support, and managing our online and in-person training offering
- The Training and Development Advisor supports the end to end training programme. The role coordinates training activities, maintains accurate records and supports, employees, line managers and the Training Manager and helps ensure that training practices comply with internal policies and applicable employment legislation and industry regulation.
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Key Responsibilities
- Coordinate the end-to-end apprenticeship process, including learner administration, provider liaison, progress monitoring and record keeping.
- Administer the full Continuing Professional Development (CPD) process, supporting colleagues to meet requirements, maintaining accurate records and coordinating CISI membership requirements.
- Maintain and monitor the qualifications tracker, including exam registrations and results, resits, and study programme progress.
- Coordinate Cross-Border and other accreditation requirements, including the assignment of training and issue of attestations through Comply.
- Support the delivery of development actions arising from year end performance review processes.
- Track Fit and Proper forms (through Comply), following up with relevant colleagues and maintaining complete, timely records.
- Administer Clever Nelly learning pauses and ensure learning records remain current.
- Monitor the Training & Development mailbox, responding to queries or directing them to the appropriate owner within agreed timescales.
- Track completion of mandatory training for new joiners, escalating overdue learning and providing completion updates to relevant stakeholders.
- Deliver any training sessions to interns as part of their 8 week programme.
- Administer the various Training & Development actions for known leavers, including Clever Nelly updates, CISI updates and flagging to relevant stakeholders FCA required updates.
- Support with other Training & Development related administration as needed.
- Work with the T&D Team on broader HR projects on an ad-hoc basis.
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Key Skills and Competencies
- Experience in a Training and Development Advisor role preferably within Wealth Management or financial services
- Good knowledge of HR processes, data management, and regulatory compliance
- Proficiency in HR systems (e.g., Workday)
- Strong analytical and reporting skills, solutions focused
- Ability to work in a high-pressured environment, adapting to varying stakeholders, and the ability to tailor their style accordingly
- Excellent organisational, prioritisation and time management skills
- Excellent written and verbal communication skills, with strong interpersonal skills
- High level of accuracy and attention to detail
- Good stakeholder-management skills and confidence working with external partners
- Discretion, integrity and an understanding of confidentiality and data protection
- Proficiency in Microsoft Office particularly Outlook, Excel, PowerPoint and Word
- Ability to work independently while collaborating effectively within a wider HR team.
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