Pension Fund Management Specialist

4 weeks ago

Cardiff, Cardiff, United Kingdom Legal & General Resources Limited Full time
Company Overview

Legal & General is dedicated to addressing the savings, protection, and retirement needs of approximately 14 million individuals through our diverse portfolio of retail and workplace solutions.

Our Retail division empowers individuals to enjoy a more vibrant retirement, both directly and through their employers, offering products such as Lifetime Mortgages, Retirement Interest Only Mortgages, and financial guidance on our lending options.

As the UK's leading individual life insurer, we also provide Group Protection solutions for employers, assisting individuals in planning for unforeseen circumstances. We facilitate home purchasing through our Mortgage Club, the largest in the UK, alongside our award-winning Surveying Services team. Our fintech division actively seeks and supports socially beneficial start-ups and scale-ups in the workplace, home, insurance, and wealth sectors.

Joining our team means contributing to brighter financial futures for all our clients.

Position Overview

We are seeking a Pension Investment Specialist to join our team. This role offers a competitive base salary of £35,000-£42,000 based on experience. You will play a vital role in delivering essential investment services to our Workplace Pension Clients, members, and internal stakeholders. Your responsibilities will encompass comprehensive project management, data migration, and data analysis.

Key Responsibilities:
  • Serve as the primary contact for the team by analyzing, managing projects, and overseeing intricate investment transaction processes, ensuring all customer inquiries are resolved within service agreements. Utilize supported systems to prioritize your workload and assist colleagues in meeting and exceeding service levels and customer expectations.
  • Leverage in-depth knowledge of fund pricing and mapping across various platforms and products. Utilize this expertise in investment switching, blended funds, and lifestyle profiles to minimize profit and loss actions during rework, allocation of contributions, claims, and transfer projects.
  • Comprehend regulatory and product requirements to provide advice and guidance to your team, ensuring compliance with all relevant rules and regulations.
  • In the event of issues, utilize your experience and data to identify the root causes and propose solutions to prevent recurrence, sharing insights with colleagues and leadership. Manage customer escalations effectively, ensuring an optimal customer experience.
  • Take ownership of your professional development, seeking external insights to enhance your understanding of business processes, product knowledge, and customer service.
  • Communicate effectively and proactively manage relationships with stakeholders and peers, sharing best practices and remaining open to feedback to foster high team performance.
  • Identify and implement improvements to team processes and performance, sharing best practices and coaching team members while addressing any issues with the team leader.

Qualifications:

We are looking for candidates with:
  • Communication Skills: Proven ability to communicate effectively, both verbally and in writing.
  • Planning and Time Management: Demonstrated ability to meticulously project plan while adapting to changing priorities, maintaining high standards under pressure.
  • Leadership Qualities: Ability to positively influence individuals at various levels, including senior management.
  • Decision-Making Skills: Confidence in making informed decisions based on risk evaluations and available information.
  • Ownership: Capability to take charge of business challenges and resolve issues promptly, positively impacting the customer journey.
  • Relationship Building: Proven ability to establish and maintain relationships and networks, collaborating effectively both internally and externally.

Benefits:

We recognize and reward performance and behavior with a comprehensive benefits package, including:
  • Participation in our annual performance-related bonus plan and valuable share schemes.
  • Generous pension contributions.
  • Life assurance coverage.
  • Private medical insurance (for permanent employees).
  • A minimum of 25 days of holiday, plus public holidays, increasing to 26 days after two years of service, with options to buy and sell holiday.
  • Competitive family leave policies.
  • Access to our electric car scheme, allowing employees to hire a new electric vehicle through tax-efficient salary sacrifice.
  • Numerous discounts on our products and at various high street and online retailers.
  • Modern office spaces designed for collaboration and well-being.

Company Culture:

Legal & General is a prominent financial services group and a major global investor, recognized as Britain's Most Admired Company in 2023 for the second consecutive year. We are committed to building a better society for the long term by investing our customers' funds in initiatives that enhance the quality of life for everyone.

If you join us, you will be part of an inclusive culture that values collaboration among individuals from diverse backgrounds and experiences. Our leaders prioritize integrity and care about your future and well-being, empowering you through initiatives that support career development and excellence.

We are dedicated to being open, mindful, and inclusive, and we welcome discussions about flexible working arrangements and reasonable accommodations for candidates with specific needs.

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