Customer Service Representative Workplace Pensions

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. 

Recruiter: Abbie Burridge abbie.burridge@landg.com

We’re recruiting for Customer Service Representatives to join our Workplace Pensions and team with a starting salary of £22,000-£24000 depending on experience. This is a hybrid role where you’ll work 3 days from home and 2 days in our Cardiff office, Monday-Friday 9am-5pm, some of our roles may also be more flexible with working hours for example, 8.30am - 4.30pm.

Internally, this role maybe called something different, depending on which team you join. We’ll work with you on which department compliments your personality and strengths best. 

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

What you'll be doing:

• The tasks are varied, meaning you’ll be talking to colleagues and customers regularly. It’s important to note that this role is a hybrid role which will involve administrative or processing work and you will be talking to customers on the phone too 
• Dealing with all correspondence from our internal and external customers, keeping them up to date on progress to ensure next stages are understood 
• Maintaining scheme data, administering, and updating individual customer and client records 
• Collaborating with other team members to ensure that customer enquiries and issues are resolved quickly and efficiently 
• 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:

• The skills below are important to us. Rest be assured, we will show you the L&G way. You’ll be in our full-time office-based induction for a couple of weeks so, you’ll have the tools you need before you start helping our customers and clients 
• People who love helping people! People who are straightforward, ambitious, authentic, collaborative, and purposeful 
• Strong communication and administration skills and passion to support customers, whatever their personal circumstances 
• Confidence in using a desktop or laptop and experienced in using MS Office 

Here’s what our colleagues said about working for Legal and General: 

"It’s great to be around people who are different to you. Our team really embraces diversity and ensures everyone feels they belong.” 

“I fell in love with the job and my colleagues – and now I can’t imagine working anywhere else.” 

“I’d heard L&G was amazing at supporting people’s career aspirations – and my experience here so far has shown that it’s true.” 

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.