PMC Client Documentation and Data Specialist

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Retail 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. 

Join our team at Legal & General as a Client Documentation and Data Specialist, where you’ll play a key role in delivering exceptional client service and ensuring seamless documentation and data processes for our PMC fund clients. This is an exciting opportunity to work collaboratively across departments, contribute to onboarding success, and help shape the future of our client experience.  This hybrid role attracts a salary of £28,000 - £30,000 depending on experience.

What you'll be doing:

• Delivering outstanding client service across documentation and data management
• Liaising with internal teams and external stakeholders to support client onboarding
• Developing a deep understanding of client business models and servicing needs
• Maintaining up-to-date knowledge of Asset Management products and policies
• Ensuring compliance with Financial Crime regulations and internal policies
• Evaluating and improving processes to enhance client service delivery
• Supporting team members with workload fluctuations and shared tasks
• Contributing to good customer outcomes in line with Consumer Duty principles

Who we're looking for:

• Proven experience in client service with a customer-first mindset
• Strong communication skills, both written and verbal
• Ability to build and maintain productive relationships across teams
• High attention to detail and ability to work under pressure
• Knowledge of Asset Management products and legal agreements
• Familiarity with Financial Crime regulations and compliance standards
• Proficiency in Microsoft 365, Salesforce, and related systems
• A proactive approach to problem-solving and decision-making

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
• Healthcare Plan (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 (permanent employees only)
• 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 

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

If you join us, you’ll be part of a welcoming, inclusive 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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.