{"id":1921578,"url":"https://alion.io/job/lgt-private-banking-ips-coordinator-6-month-fixed-term-contract","title":"IPS Coordinator - 6 Month Fixed Term Contract","company":{"id":184821,"name":"LGT","domain":"lgt.com","url":"https://alion.io/company/lgt-private-banking","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":12,"ghost_share":0,"stale_share":0.833,"repost_share":0,"time_to_fill_p50_days":35,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":"contractor","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":37000,"max_usd":59000,"period":"year","method":"role_country_seniority_unknown","sample_n":504},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-05T18:12:47Z","employer_posted_date":"2026-10-05","last_verified_at":"2026-11-03T11:55:05Z","board_verified":true,"closed_at":null,"days_open":28,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":28},"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, Bristol and Manchester. 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.\nOur 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 £30 billion in funds under management and circa 700 staff.\nJob Description\nReview client records to identify IPSs due for their two-year review or otherwise requiring an update.\nMaintain an Excel tracker showing each client’s IPS status, review date, outstanding actions and approval progress; make upcoming review dates easy to identify.\nCheck that completed IPSs and related correspondence have been recorded in the relevant systems.\nPrepare or update IPSs using current client information, including investment needs, risk profile, account arrangements and proposed investment strategy.\nCoordinate internal review and approval before an IPS is sent to a client.\nUpload approved IPSs to the appropriate system and keep the tracker and client records up to date.\nFollow up on documents awaiting approval and monitor the tracker so that future reviews are completed when due.\nWork with investment and client-facing colleagues to resolve missing information or discrepancies in records.\nRequirements\nKey Skills and Technical Requirements:\nConfidence using Excel to maintain and improve a review tracker.\nAbility to navigate client records and correspondence in systems such as Figaro and Neon, or willingness to learn them.\nAn interest in how investment strategies are tailored to client needs, risk profiles and account types.\nOther Skills and Attributes:\nStrong attention to detail and an organised approach to tracking deadlines and document status.\nClear communication and the ability to coordinate with colleagues involved in document preparation and approval.\nContact Information\nWe are looking forward to receiving your online application.\nFor any further information please do not hesitate to contact us.\nLGT Wealth Management UK LLPHuman Resources\nNicola Swatton","description_format":"text","description_chars":2911,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Network Security","Financial Services","Wealth Management & Financial Advisors","Asset Management & 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