Client Order Management Specialist

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centered ambitions. 

Closing date for applications 25/04/2024

Recruiter: clarice.wale2@landg.com

Do you have experience in Financial Services? Do you have good attention to detail? Would you like to be a part of a close-knit team? Our Client Order Management team are looking for 2 Specialists to join their team on a permanent basis, working 50/50 from home and our Cardiff office. 

The team works Monday- Friday between the hours of 8am-5:30pm and enjoy weekends and evenings off to relax. 

We’re offering a base salary of up to £29,000 plus bonus* dependant on experience. 

We love working at Legal and General and know you will too. Here are some of the amazing benefits our colleagues get:  

• *You’ll have the opportunity to participate in our annual, performance-related bonus scheme (discretionary)  
• 25 days holiday, plus bank holidays, 26 days after 2 years’ service. You can also buy and sell holiday
• Generous pension contribution 
• Life assurance x8 of base salary 
• Private medical insurance 
• Recommend L&G as a great place to work and earn money if someone you know joins us
• A variety of company share schemes, discounts at a huge range of high street stores and on our own products

What you'll be doing 

• Carry out all tasks as necessary to ensure the accurate and timely execution of client orders & cash transfers for LGIM’s Institutional business. Maintaining outstanding service levels to key stakeholders, including TCF principles.  Ensure an end-to-end understanding of team’s tasks and how they relate and impact to all processes, ensuring standard ways of working are applied consistently.
• Represent the team, department in a professional manner, understanding and anticipating the business needs, developing good working relationships with all internal and external parties.
• Maintain detailed knowledge of COM platform operation processes and systems.  Be able to produce management information to highlight trends, risks, issues and to analyse errors.
• Work collaboratively with managers & peers to share best practise, creating an awareness of issues throughout the department. Foster credibility and influence towards developing a reputation of operational and service excellent across the firm.
• Maintain technical capability & knowledge for the role, keeping abreast of market and industry developments. Evidence development and learning through continuous professional development.
• Proactively identify process improvements, service and risks to ensure client service is robust to meet capacity and stakeholder requirements. Support the development and implementation of projects/initiatives.

• Detailed knowledge and COM and TPD processes and procedures
• Good knowledge and LGIM key stakeholders both internal and external
• Communicating effectively with a wide range of clients with varying degrees of investment sophistication. To help clarify the client’s needs and issues and to exceed their expectations.
• Demonstrating actions that show an appropriate balance of client and commercial needs.
• Confidently making decisions based on evaluation of risks and using all available information
• Building and maintain relationships, including proven ability to work effectively as part of a team
• Working under pressure, whilst maintaining quality standards and regulatory compliance
• Communicating to a high standard, both verbally and written

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.