Pension Fund Investment Advisor

3 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 vibrant retirement, both directly and through their employers, offering products such as Lifetime Mortgages, Retirement Interest Only Mortgages, and financial guidance on our lending offerings.

As the leading individual life insurer in the UK, 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 identifies 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 ranging from £35,000 to £42,000 based on experience. You will play a crucial role in delivering essential investment services to our Workplace Pension Clients, members, and internal stakeholders. Responsibilities will encompass comprehensive project management, data migration, and data analysis. You will engage in thorough planning and comprehension of client requirements, including fund setup, transfers, switch activities, and collaboration with third-party administrators to restructure, create, and manage assets.

Key Responsibilities:
  • Act as the primary contact for the team by analyzing, managing projects, and overseeing complex investment transaction processes. Resolve and respond to customer inquiries at all levels 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 occurrences 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 applicable rules and regulations.
  • When issues arise, utilize your experience and data to identify root causes and implement preventative measures. Share insights and solutions with colleagues and leadership, managing customer escalations effectively.
  • Take ownership of your professional development, utilizing external insights to maintain high standards of business process knowledge, product expertise, and customer service.
  • Communicate effectively and proactively manage relationships with stakeholders and peers, sharing best practices while remaining open to feedback and learning opportunities.
  • Identify and implement improvements to team processes and performance, coaching peers and raising issues with team leadership. Always act as a role model, prioritizing the needs of colleagues, customers, and clients.
Qualifications:

We are looking for candidates who possess:
  • Communication Skills: Proven ability to communicate effectively, both verbally and in writing.
  • Planning and Time Management: Proven ability to meticulously project plan and adapt flexibly to changing priorities, demonstrating innovation and the ability to work under pressure to meet tight deadlines.
  • Leadership Skills: Proven ability to positively influence individuals at various levels, including senior management.
  • Decision-Making Skills: Proven ability to make confident decisions based on risk evaluations and available information.
  • Ownership: Proven ability to take ownership of business challenges and resolve issues promptly, positively impacting the customer journey.
  • Relationship Building: Proven ability to establish and maintain relationships and networks, collaborating both externally and internally.
Benefits:

Legal & General offers a comprehensive benefits package that includes:
  • Participation in our annual performance-related bonus plan and valuable share schemes.
  • Generous pension contributions.
  • Life assurance.
  • 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.
  • 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 stores and online.
  • Modern office spaces designed for collaboration and well-being.
Additional Information:

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 quality of life for all.

If you join us, you will be part of an inclusive culture that values diverse backgrounds, perspectives, 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 regarding flexible working arrangements and reasonable accommodations for candidates with specific needs.

We look forward to hearing from you.

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