Pension Investment Specialist

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

Closing Date: 27.08.24

We’re recruiting for a Pension Investment Specialist  to join us. We’re offering a competitive base salary of £35000-£42000 dependant on experience. You will be responsible for providing critical investment services to our Workplace Pension Clients, members and internal stakeholders, this will include end to end project management, data migration and data analysis. You will contribute to the end to end planning and understanding of client's requirements regarding fund setup, transfers, switch activity and the restructuring of assets creating and managing transition plans alongside internal stakeholders.. You will be expected to work with internal specialists to analyse and manipulate data, support with instructing unit deal and reconciling post transition. Part of the role will be providing consultants and clients with information post transfer and transition which can include a summary of calculations for transactions of member assets. 

What you'll be doing:

• Be the face of the team by analysing, project managing and owning complex investment transaction processes and tasks, fully resolving and responding to customer enquiries of all levels within service agreements.  Using supported systems, prioritise own work and that of your peers and proactively support your colleagues to meet and where possible exceed service levels, targets and customer expectations.
• Apply detailed knowledge of all funds pricing and mapping across different platforms and products. Use this knowledge of investment switching, blended funds and lifestyle profiles to reduce profit and loss actions occurring in box, during rework, allocation of contributions, claims and transfer projects where relevant to your team. Support other impacted teams and finance in this aim.
• Fully understand regulatory and product requirements so you can provide advice, guidance to your team ensuring that you all operate and are compliant with any rules and regulations.  
• When things go wrong use your experience and data to find out what went wrong and what we could do to stop it from happening again, identifying trends and sharing your findings, solutions and reasons with your colleagues and leaders.  Own and resolve customer escalations (including Summary Resolution Complaints), where appropriate making use of T&U payment authority and customer call backs to ensure that the customer experience is maximised and the L&G brand is enhanced
• Take pride in and ownership of your personal development, using external insight to ensure your knowledge of business processes, product expertise and customer service is always at a high level. Identifying solutions or ways to improve as required  
• Communicate in an effective way and proactively manage your stakeholders and peers, sharing best practice whilst being open to their guidance and learnings so as a team we perform highly
• Identify and implement ways to improve the capability of the teams processes and performance, sharing best practice, coaching and raising issues with the team leader. Always act as a role model making sure you put your colleagues, customers and clients at the heart of everything.

Who we're looking for:

• Communication: Proven ability to communicate effectively, both verbally and in writing
• Planning and Time Management: Proven ability to project plan meticulously and effectively, but to be able to react flexibly when priorities change, with the ability to innovate and be an agent of change. Proven ability to work under pressure to tight deadlines whilst maintaining the highest standards
• Leadership: Proven ability to positively influence at different levels including senior management level
• Decision Making: Proven ability to confidently make decisions based on evaluations of risks and using all available information
• Ownership: Proven ability to own business problems and resolve issues quickly in a way that protects the business and impacts positively on the customer journey
• Relationships: Proven ability to build and maintain relationships and networks, and collaborate externally and internally

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.