JUMP TO CONTENT

Third Party Dealing Manager

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

__jobinformationwidget.freetext.ExternalReference__

3156_06861


Company Description

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.


Job Description

We’re recruiting for a Third Party Dealing Manager to manage Client Order Management activities for L&G Asset Management's (Pooled fund) institutional client base. You will be supporting the execution of core activities in a changing and dynamic environment, ensuring the provision of a superlative service which supports and stays aligned with operational and strategic goals, with an emphasis on reliability and compliance as the foundation of all operational efforts.

What you'll be doing

  • Developing and maintaining effective Client and Service Provider relationships, working closely with relevant parties to ensure service provision supports team’s objectives/goals
  • Managing the resolution of day-to-day operational issues or errors and resolve anomalies to ensure high-level of customer service and accurate transactions
  • Taking ownership, designing and enhancing operational processes in conjunction with appropriate systems to support functional processing. Participation in change initiatives representing the needs of the department. Proactively identify process improvements, service and risks to ensure client service is robust to meet capacity and stakeholder requirements. Robust support and implementation of projects/initiatives
  • Continuously review of team procedures, policies, and systems. Recommend and lead the creation and automation of operational processes and procedures to ensure continuous improvement
  • Maintaining procedure manuals, task lists and Risk Maps as necessary and ensure procedural enhancements are implemented and communicated to team members as required. Continuously review controls to ensure in line with current business processes
  • Maintaining detailed knowledge of fund platform operation processes and system
  • Evaluating the system integrity to ensure its robust and trusted in order to support the departments objectives to enable an efficient operational service delivery in compliance with regulatory requirements
  • Examining and evaluating departmental processes and procedures to ensure client service is maintained by prioritising work input/output

Qualifications

Who we're looking for:

  • Proven experience of dealing 
  • Strong track record in managing/leading high risk and transactional based functions
  • Previous financial services exposure, ideally in an operational environment
  • Have a strong understanding of fund management and investment operations processes
  • Strong ability to follow policies and procedures with ability to manage risk
  • Microsoft Excel intermediate to advanced level
  • Strong communication skills both written and verbally, with an ability to successfully articulate issues clearly and logically
  • A proven track record of being flexible, adaptable, and able to multi-task in a fast paced and changeable environment

 

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 (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 

Additional Information

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.

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

VideoUrl

https://youtu.be/8ZYGBwImH08

Similar roles

List #1

Our latest posts

two employees smiling and sitting on the sofa together
Unlock the perks: discover the standout benefits of a career at L&G

Teaser

General

Content Type

Blog

Publish date

04/02/2025

Summary

At L&G, we pride ourselves on putting our people first and caring about every individual and their future. That’s why we offer a range of employee benefits, to help you manage your money, your h

Teaser

We offer a range of employee benefits, to help you manage your money, your health, and your life.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of private markets professionals sitting around table talking in a meeting
Key recruitment trends and insights in Private Markets

Teaser

Investments

Content Type

Blog

Publish date

04/02/2025

Summary

Private markets are no longer a niche asset class; they’ve become a cornerstone of modern investment strategies.  As traditional public markets face increasing volatility, institutional investo

Teaser

From the rise of specialist skill sets to the growing emphasis on ESG expertise and technology-driven roles, here’s what’s shaping recruitment in private markets today.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of women in data at L&G
Breaking barriers: celebrating women in data at L&G this International Women’s Day

Teaser

Our people

Content Type

Blog

Publish date

03/06/2025

Summary

At L&G, we are proud to celebrate International Women’s Day 2025 by highlighting the incredible women driving innovation and excellence in data. While progress has been made, women remain underr

Teaser

At L&G, we are proud to celebrate International Women’s Day 2025 by highlighting the incredible women driving innovation and excellence in data.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

apprentices at L&G
Why an apprenticeship at L&G could be your best career move

Teaser

Future Talent

Content Type

Blog

Publish date

02/13/2025

Summary

Apprenticeships at L&G Apprenticeships aren’t just an entry point into a career. They’re a way to continuously develop, explore new opportunities, and gain new skills needed for a successful future

Teaser

An apprenticeship at L&G (Legal & General) could be your best career move—whether you're looking to change careers, gain new skills, or build confidence in a supportive environment.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

data analyst on a computer smiling
The career path of a Data Analyst at L&G

Teaser

Technology, Digital & Data

Content Type

Blog

Publish date

01/24/2025

Summary

Data Analysts play a vital role in turning information into actionable insights, helping businesses make smarter decisions and drive progress.  At L&G (Legal & General), our Data Analysts are at

Teaser

Join us as we explore the career path of a Data Analyst, the skills and qualifications you’ll need, entry-level roles to get you started, and how you can build a fulfilling career with us.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

executive leadership smiling and having a conversation
Top 5 strategies for advancing your executive career

Teaser

Executive Leadership

Content Type

Blog

Publish date

01/24/2025

Summary

As a senior professional, advancing your executive career requires more than just hard work and technical expertise. It demands strategic thinking, continuous development, and the ability to pos

Teaser

Explore five essential strategies to help you unlock your potential, elevate your leadership presence, and set yourself up for sustained success at the highest levels.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of investment team in a meeting
Career paths in Private Markets

Teaser

Investments

Content Type

Blog

Publish date

01/24/2025

Summary

What are private markets?  Private markets refer to investments made in assets that are not traded on public exchanges, such as private equity, private debt, real estate, and infrastructure. The

Teaser

At Legal & General, we see private markets as a powerful force for driving meaningful economic and social impact.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

pension professionals presenting a deck
Pension careers at L&G: Opportunities in Institutional Retirement

Teaser

Investments

Content Type

Blog

Publish date

12/19/2024

Summary

What is a career in pensions?  A career in pensions at Legal & General offers the opportunity to play a pivotal role in securing the financial futures of individuals and businesses alike, encomp

Teaser

A career in pensions at Legal & General offers the opportunity to play a pivotal role in securing the financial futures of individuals and businesses alike. Learn more.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

underwriting professionals in a meeting
Why underwriting with L&G in Hove could be the career move for you

Teaser

Investments

Content Type

Blog

Publish date

12/19/2024

Summary

Looking for a career that challenges you, rewards your skills, and sets you up for long-term success? Underwriting with Legal & General in Hove could be the opportunity you’ve been searching for

Teaser

Based in the vibrant coastal town of Hove, our underwriting teams combine professional growth with the kind of work-life balance that’s hard to find elsewhere.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

three professional women sitting on a bench and smiling - finance careers london
Why now is the time to bring your finance career to London with L&G

Teaser

Finance & Actuary

Content Type

Blog

Publish date

12/19/2024

Summary

The finance industry has evolved significantly, embracing new technologies, data-driven decision-making, and a greater focus on sustainability and responsible investment, creating exciting oppor

Teaser

With our inclusive and collaborative culture, L&G is a great place to build a rewarding finance career. Explore our career opportunities in London today.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

View all

Job search

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.

Click here to join us
Search for jobs