Costs and Charges Specialist

1 month ago


Cardiff, Cardiff, United Kingdom Legal & General Full time
Job Overview

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. We are recruiting for a Costs and Charges Analyst to join our Costs and Charges Oversight Team responsible for ensuring the accurate reporting of performance figures and costs incurred by funds.

This role requires a highly detail-oriented, control-focused individual with the ability to manage complex datasets, identify process improvements, and support the team in meeting critical regulatory reporting requirements. You will work closely with cross-functional teams, leveraging your advanced analytical and reporting skills to ensure high standards of compliance and reporting accuracy.

  • Performing assigned periodic processes in accordance with standard operating procedures and policies
  • Gathering, identifying, and documenting data from multiple sources to ensure the correct information is collected and a clear audit trail remains
  • Ensuring the ongoing quality and accuracy of reporting
  • Supporting existing production processes and looking for ways to improve productivity
  • Monitoring and maintaining process documentation, ensuring all procedures are up-to-date and fully aligned with operational policies and compliance requirements
  • Working with relevant business teams to deliver accurate reporting and investigating and resolving exceptions
  • Providing support to change management project teams to enable delivery of value-add solutions
  • Investigating and resolving reporting exceptions, ensuring issues are thoroughly understood and addressed to prevent reoccurrence
  • Building and developing regulatory and industry knowledge

Requirements

The ideal candidate will be a self-starter who is able to manage time, prioritise work, and pay attention to detail. You will have excellent computer skills, including Microsoft Excel, and experience with managing large amounts of data would be an advantage. Additionally, you will need to be able to follow procedures, identify problems and follow up on resolution. A minimum grade C in GCSE Maths and English is required. Excellent communication and client service skills are also essential. Experience in the financial services industry would be an advantage.

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