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CORPORATE INVESTMENT CONSULTANT

  1. Cardiff
  2. Full-time
  3. Customer Service

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Company Description

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.


Job Description

Do you have great communication skills? Do you enjoy giving the best Client experience?  Our Corporate Accounts Team is hiring a Corporate Investment Consultant to join them in their team for 5 months on a Fixed Term Contract! 

You will be working Monday- Friday with weekends off to relax and enjoy! 

You will deliver outstanding service for all Corporate, Charity and Nominee clients and intermediaries across a range of processes that covers the full end-to-end client journey. To administer all aspects of client dealing and settlement across all transaction types for clients invested in Unit Trust range.

What you'll be doing 

  • Service provision: Providing an end-to-end service to Corporate, Nominee and Charity clients using professional communication style and content.
  • Providing a live dealing one-stop service to clients, ensuring that regulatory and customer outcomes are met.
  • Problem resolution: Identifying client issues that require escalation, recording client information as appropriate to maximise their experience.
  • Knowledge maintenance: Maintaining a comprehensive knowledge of all corporate processes and products, in order to be able to offer continuous improvement to our clients.
  • Ensuring compliance of Financial Crime protocols, and other regulatory requirements are met so that the client’s experience is optimised whilst still providing the required levels of client and business protection

Qualifications

  • Understanding of Investment Management Strategy.
  • Communicating effectively with a wide range of clients with varying degrees of sophistication. To help clarify the client’s needs and issues and to exceed their expectations.
  • Demonstrating actions that show an appropriate balance of customer and commercial needs.
  • Confidently making decisions based on evaluation of risks and using all available information
  • Building and maintaining 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.

Additional Information

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.

Great news! We will let you know when a new job like this has been added!

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What we do?

There’s so much more to us than meets the eye. We’re insurers, investors, builders, city-regenerators and green technology champions.

And whatever the future holds, our people’s knowledge, skill and passion will mean we’re placed to make a real difference to society.

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