Customer Experience Advisor - Retail Savings Operations

Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers. 

We’re recruiting for a Customer Service Specialist to join us in our Retail Savings Operations team. We’re offering a base salary of £24,525.

You’ll work 35 hours during our opening hours - Monday to Friday. This position offers a unique work arrangement of working 3 days from home and 2 days in our Cardiff office.

Our Customer Service teams are made up of individuals from different backgrounds including call centre, retail, hospitality, and sales.

If you're passionate about providing exceptional customer service and enjoy helping people and solving problems then we'd love to hear from you

What you'll be doing:

• You’ll be working in one of our lively and dynamic contact centres, answering inbound phone calls from our customers about their savings products
• You’ll provide customers with a first-class experience during every interaction
• Delivering a personable service to our customers, supporting our customers’ needs accurately on a right first time basis, ensuring next stages are understood and that any correspondence is effective and accurate
• You’ll use our in-house systems to give our customers a positive experience whilst, maintaining compliance
• Steer your own development; provide a great customer experience whilst helping you achieve your own career goals 
• For our most vulnerable customers, you’ll ensure you consider their circumstances and needs and take additional steps to support them through their interactions with Legal & General

Who we're looking for:

• People who love helping people! People who are straightforward, ambitious, authentic, collaborative, and purposeful
• Strong communication skills and passion to support customers, whatever their personal circumstances. 
• Customer service experience within the financial services, travel or retail sector is preferred but not essential. We will also consider candidates who haven’t got customer service experience, who have the natural strengths to thrive in this role
• Passion for customer experience and getting things right first time
• Confidence in using a desktop or laptop and experienced in using MS Office
• The skills above are really important to us. Rest be assured, we will show you the L&G way. You’ll be in a full time office-based induction for a number of weeks so you’ll have the tools you need before you start helping our customers

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: 

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Generous pension contribution  
• Life assurance   
• Private medical insurance (permanent employees only) 
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday 
• Competitive family leave 
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice 
• There are the many discounts we offer – both for our own products and at a range of high street stores and online   
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.